The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

Allworth Financial‘s Money Matters

English - November 04, 2023 13:00 - 52 minutes - 72.7 MB - ★★★★★ - 542 ratings
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Previous Episode: The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Next Episode: How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension.

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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