Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

Allworth Financial‘s Money Matters

English - November 18, 2023 13:00 - 51 minutes - 70.8 MB - ★★★★★ - 542 ratings
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Previous 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.

Next Episode: The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with 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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