Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

Allworth Financial‘s Money Matters

English - October 07, 2023 13:00 - 44 minutes - 62 MB - ★★★★★ - 542 ratings
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Previous Episode: Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

Next Episode: Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.

On this week’s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks where she should put money left over from her budget. A man who started listening to the show when he was 19-years-old wants to know whether he should buy whole life insurance. Finally, Scott and Pat educate a California caller on why and when one should do 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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