Financial security, Roth conversions, and I’ve got stock - what should I do with it?
Allworth Financial‘s Money Matters
English - April 23, 2022 13:00 - 52 minutes - 72.6 MB - ★★★★★ - 542 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
Next Episode: Money markets, mortgages, marriage and more!
On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger. Finally, why Roth conversions may not be prudent for a New Yorker who wants to move.
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].