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.

Allworth Financial‘s Money Matters

English - May 06, 2023 13:00 - 52 minutes - 72.8 MB - ★★★★★ - 542 ratings
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Previous Episode: Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

Next Episode: The fight against inflation, a debt ceiling showdown, and your questions answered.

On this week’s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he stops working full-time. You’ll hear guidance for a Montana woman who wants to know where she should pull money from to help her son-in-law. Then, Scott and Pat take a deep dive into tax planning for 2024 and beyond. Finally, they help a caller with a question about a lump-sum pension payout.

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.