Allworth Financial‘s Money Matters artwork

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

Allworth Financial‘s Money Matters

English - April 29, 2023 13:00 - 52 minutes - 72.8 MB - ★★★★★ - 542 ratings
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Previous Episode: The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
Next Episode: The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions.


 


Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at [email protected].


Download and rate our podcast here.