The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Allworth Financial‘s Money Matters

English - October 28, 2023 13:00 - 45 minutes - 63.3 MB - ★★★★★ - 542 ratings
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Previous Episode: Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.

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

On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment property. A California man building a forever home wants to know about property tax implications. Finally, a Texas caller living in an RV needs financial guidance so she can improve the quality of her life.

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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