The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

Allworth Financial‘s Money Matters

English - June 10, 2023 13:00 - 52 minutes - 72.7 MB - ★★★★★ - 542 ratings
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Previous Episode: When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

Next Episode: Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan. A California man wants to know whether his mother-in-law should sell a home. Finally, you’ll hear Scott and Pat’s unexpected answer to a question about a Roth conversion.

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].

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