Allworth Financial‘s Money Matters artwork

Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

Allworth Financial‘s Money Matters

English - September 16, 2023 15:15 - 43 minutes - 59.7 MB - ★★★★★ - 542 ratings
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Previous Episode: A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
Next Episode: A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he is on the right track toward retirement. You’ll hear why Scott and Pat want a California caller to invest her money in a traditional retirement account instead of a Roth. Finally, why moving for tax reasons isn’t as simple as it looks.


 


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.