When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

Allworth Financial‘s Money Matters

English - June 03, 2023 13:00 - 52 minutes - 72.7 MB - ★★★★★ - 542 ratings
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Previous Episode: Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.

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

On this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A caller from Hawaii wants to know whether her portfolio can weather a recession. Plus, Scott and Pat explain when investing in cash is the wrong choice. Finally, they tackle questions about long-term care insurance and Roth conversions.

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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