Allworth Financial‘s Money Matters
426 episodes - English - Latest episode: 17 days ago - ★★★★★ - 542 ratingsFor more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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Episodes
Money markets, mortgages, marriage and more!
April 30, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then they provide guidance for a woman arguing with her husband over $215,000 that’s sitting in a money market. Plus, you’ll get a lesson on the donor-advised fund. Finally, help for a woman who wants to contribute to a Roth IRA but doesn’t have enough money. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs ...
Financial security, Roth conversions, and I’ve got stock - what should I do with it?
April 23, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger. Finally, why Roth conversions may not be prudent for a New Yorker who wants to move. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McC...
Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
April 16, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss red-hot inflation and its impact on the real estate market. Then they offer guidance to a young investor with questions about restricted stock units. Plus, help for a 67-year-old with taxes to pay on a conversion from a 401(k) to a Roth IRA. Finally, a look at whether a father of two is on the right track to retirement. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat...
A deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice?
April 09, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the creative ways people are paying off student debt after they’ve taken vows of poverty. You’ll hear advice for a woman thinking of selling gold and silver coins she’s had for 50 years. Plus they help a pilot decide whether to contribute to his regular 401(k), or Roth version. Finally, Scott and Pat check in on a man who called the show eight months ago with a million dollars in savings. Did he take the suggestion to pay off his mortgage...
Fighting inflation, a warning about an inheritance, and the man who blew all his money because he “thought” he was dying
April 02, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat help a father of five who is worried about inflation gobbling up his $100,000. Then they explain why planning your retirement around an inheritance could backfire. Plus, advice for a conservative investor who needs help managing $80,000. And hear the remarkable story of a man who blew through all his money because he thought he was dying. Turns out he wasn’t. Join Money Matters: Get your most pressing financial questions answered by Allwort...
What financial security feels like, and when to access money you don’t need right now
March 26, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion. Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA. Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson ...
Big swings on Wall Street: a reality check
March 19, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat put wild swings on Wall Street into perspective. Then they help a man sort out tax implications after his mother accidentally deposited money meant for her IRA, into a checking account. You’ll hear honest advice for a man who wants to tap into his home’s equity to buy rental property. Plus, should you buy or rent a house? Scott and Pat help guide a young investor.
Car prices, high-dividend stocks, and reallocating a risky portfolio.
March 12, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing the premium prices being paid for new and used automobiles. They then take a question about the viability of a portfolio constructed entirely of high-dividend stocks. A disabled veteran is working with an advisor that had invested his life savings in an uncomfortably high-risk portfolio, and then liquidated it. They then answer a call from a 43-year-old Arizona man who wants to know about allocating his 401(k).
The impact of the war in Ukraine, life insurance, and recovering from numerous financial mistakes.
March 05, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing the global economic impact of the war in Ukraine. A caller wants to know if there exists a global catastrophe economic trigger point that would ever motivate Pat or Scott to get out of the market. A caller asks if he has enough insurance to cover his four children in the event of a tragedy. A good saver has made some financial mistakes and wonders if it’s too late to recover.
Conflict in Ukraine: Remain Calm
February 26, 2022 13:00 - 1 hour - 85.2 MBOn this special edition of Money Matters, Scott and Allworth’s Chief Investment Officer Andy Stout explain why the key is calm during conflicts like the one in Ukraine. Then Scott and Pat help a woman navigate a $10,000 loss in her retirement account. You’ll hear advice for a woman afraid to use part of her emergency fund to pay off her mortgage. Plus, do you have to pay capital gains tax if you inherit your parents’ house? Hanson and McClain have the answer. Join Money Matters: Get yo...
“An 11 year old told me to invest in crypto.”
February 19, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat talk inflation. Then Scott shares what he said to an 11-year old who told him he needed to invest in cryptocurrency. Plus they reveal the most realistic time to start worrying about retirement. You’ll hear advice for a man thinking about rolling over his old 401k. Finally, a lesson on what to do with your required minimum distribution. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and P...
”An 11 year old told me to invest in crypto.”
February 19, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat talk inflation. Then Scott shares what he said to an 11-year old who told him he needed to invest in cryptocurrency. Plus they reveal the most realistic time to start worrying about retirement. You’ll hear advice for a man thinking about rolling over his old 401k. Finally, a lesson on what to do with your required minimum distribution. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and P...
A bullseye on target-date funds
February 12, 2022 15:47 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain why “it makes no sense” to have a target date fund outside of a retirement account. Then they help a woman who wants to use biblical principles to leave an inheritance. Plus, why a 62-year old with a child on the way should pull the trigger now on his social security.
Stock market volatility, advice on buying rental property, and a lesson in cryptocurrency.
February 05, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat kick off the show by discussing the impact that social media stocks are having on market volatility. A woman about to retire wants to know whether she has enough money to buy a vacation home. A retiree asks whether he should invest $300,000 in a rental property or REITs. A high school teacher wants advice on teaching his students about cryptocurrency. Finally, a father with a disabled daughter wants to know how aggressive he should be with his port...
Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock
January 29, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.
Market corrections, low-tax states for retirement, and living wills and trusts.
January 22, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.
The COVID resistant market, savings advice for late bloomers, and required minimum distributions.
January 15, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up ground. A 71-year-old caller wants information on required minimum distributions. Next, a 61-year-old with five separate retirement savings accounts wants to know which vehicle he should tap first. Lastly, a caller wants to know if he should sell his losing stocks.
Family financial conversations, money from an inheritance, and an overview of SEPs.
January 08, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.
Financial resolutions for the New Year, debt management, and Indexed Universal Life
January 01, 2022 13:00 - 52 minutes - 72.6 MBOn this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.
This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.
December 25, 2021 13:00 - 48 minutes - 66.4 MBOn this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.
Record inflation, building long-term wealth, and converting a term life insurance policy.
December 18, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat advise a 28-year-old California caller earning $120,000 a year and who wants to create some additional revenue streams. A 67-year-old wonders if her investment risk exposure is in line with her age and rate of savings. A married man wants advice about investing the proceeds from a home sale. Lastly, a man wants to know if he should convert his term life insurance policy.
Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.
December 11, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 invested in an annuity and wants guidance about how to keep his tax obligation low. And, finally, a Salt Lake City man wants to know if saving 42% of the family income will be enough to fund retirement.
The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.
December 04, 2021 16:46 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mort...
Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.
November 27, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat advise a teacher from New York who wants to start a business. A caller who received a $300,000 inheritance wants to know where to invest and how to make sure his children benefit. A 33-year-old caller from Virginia wants help deciding between contributing to her work sponsored 401(k) and a brokerage account. A highly organized retiree wants to know if his investments are too conservative, and how to start a non-profit. A former Marine who has spent...
Rising home prices, the impact of inflation, and long-term care insurance.
November 20, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat advise a caller who has lived in Yosemite for 30 years, saved well, but can’t quite afford a long-term care insurance policy. A caller who has saved $500,000 wants to know when he should file for Social Security. A 74-year-old Portland resident wants to know whether he should spend $700,000 to move into a retirement community. A soon-to-be retired state employee from San Diego wants to know how much the government will take from her pension. A reti...
The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.
November 13, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her retirement accounts. A city employee wants to know if she should keep her universal life insurance policy. A lifelong Californian wants financial advice about moving out of state. A North Carolinian has managed to save over $600,000 while making less than $60,000 a year. Finally, a California ca...
Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.
November 06, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California man with $3.5 million saved wants to know about delaying Social Security and refinancing his home. Scott and Pat then discuss the ProShares Bitcoin Strategy ETF. A caller from Woodland, California wants to know where to invest money from his former company’s profit-sharing program. They then advise a risk-adverse 67-year-old woman who has 63 perce...
Low interest rates, Tesla at $1 trillion, and a Trump SPAC
October 30, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment. Scott and Pat advise a caller with $1.2 million in retirement savings about becoming a more passive investor. A caller with an income of $114,000 asks if he should take Social Security early. A bicycle racer asks how he can fund his hobby in retirement. Scott and Pat speak with a woman in California who is concerned what will happen to her bond investments if ...
Questions for a global minimum tax
October 23, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax. Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during retirement. A caller asks how her stock options will be impacted when her company goes public. Scott and Pat speak with a woman looking to invest the money in her revocable trust. A Michigan man with a family income of $250,000 a year asks if he’s on track to retire early. Finally, a retired caller...
The shadow inflation problem
October 16, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates. Scott and Pat advise a new father making $300,000 a year about saving for his child’s future. A Massachusetts caller asks how to develop a more thoughtful Roth conversion strategy for his $1.8 million in retirement savings. A federal employee with $1.2 million in a Thrift Savings Plan asks if he can afford to retire comfortably. A California caller asks if he should pa...
The cheap debt conundrum
October 09, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain how low interest rates impact equities, the housing market, and the strange investment trends of 2021. Scott and Pat advise a father in Kansas City about how he can leave his $4 million IRA to his children in a tax-smart way. A caller with $800,000 in her 401(k) asks how she should pay for her vacations during retirement. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast ...
Expect rising insurance costs
October 02, 2021 09:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise. Scott and Pat advise a New Jersey woman about handling $100,000 in a union retirement savings plan. A West Virginia man asks if he should invest $600,000 with a financial advisor who picks stocks. Finally, a caller planning to sell a house for $1.5 million asks what tax-write offs he should include in the sale. Ask a question by clicking here, or email Scott and Pat at questions@mon...
Gold versus inflation
September 25, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat break down the myth linking gold prices with high inflation. Scott and Pat advise a caller from New Zealand about transferring $34,000 from her home country to a bank in the United States. A father asks how he can help his son invest the $40,000 he’s carefully saved. A Colorado man asks how to invest $475,000 before his new home is completed next year. Finally, a caller who saved physical gold bullion asks how much he should keep as he diversifies...
Tax increases and your changing financial plans
September 18, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare. Scott and Pat advise a retired Army officer about how to handle three different life insurance policies. A caller asks if he should save money in Swiss bank accounts for added diversification. A man in California asks how he should invest $850,000 to ensure a comfortable retirement. Finally, Scott and Pat speak with a small business owner wh...
A new home with no proof of income.
September 11, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss their concerns about higher home prices and why young savers should utilize Roth 401(k)s. Scott and Pat advise a father about the best way to save for his children’s college education. A caller expecting $1 million from her mother’s estate asks how she should handle the windfall. Finally, a Colorado man asks if he should use the cash in his Roth IRA to pay off his $172,000 mortgage balance. Ask a question by clicking here, or email Scott ...
There’s no such thing as a “Free Lunch.”
September 04, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat invite Allworth Financial’s Chief Investment Officer Andy Stout on the show to discuss the markets, inflation, unemployment, and how the Federal Reserve’s easing monetary policy might affect the overall economy. Scott and Pat advise a long-time listener with a complicated CalPERS Long-Term Care Policy decision to help ensure his choice makes the most financial sense for his needs. Another California man asks how to determine the right amount of um...
Annuities inside 401(k)s
August 28, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan. Scott and Pat advise a San Francisco man on his plan to retire to North Carolina. A caller who is just starting out in his career asks how he should save for a house. A Pennsylvania man asks if he should turn his duplex into a rental that could net $1,400 a month. A California caller asks if she should buy a deferred fix...
Planning for future tax changes.
August 21, 2021 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation. Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conve...
Rolling a truck through a loophole.
August 14, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss the reasons why Special Purpose Acquisition Companies can be ripe for fraud, and why one electric vehicle maker is now charged with defrauding investors. Scott and Pat advise a daughter, who is the executor of her parents’ trust, about how to invest $350,000 of their savings. A mother asks how future legislation could affect her son’s ability to inherit her $1 million home. Scott and Pat speak with a caller who owes the IRS $100,000 in bac...
A half-trillion-dollar wipeout
August 07, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss China’s crackdown on technology and education companies and how that hurts American investors. Scott and Pat advise a caller inheriting $600,000 who wants to know how he should invest the money to help his grandchildren and a favored ministry. A man with $2.5 million in savings asks if he can afford to retire comfortably and still maintain his standard of living. A retired caller who saved $1 million in traditional IRAs asks if a Roth con...
Buy, borrow, die
July 31, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss how company founders borrow against their stock to live tax-free, why some ordinary investors attempt something similar, and the reason these strategies often go awry. Scott and Pat advise a caller selling a property worth $550,000 and looking to save on taxes. A caller asks if she should sell a rental worth $400,000 because the real estate market is hot. A grandmother asks if a 529 Plan is the best way to save for her grandchildren’s educ...
The 2% plummet
July 24, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings. Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550...
Deciding when to sell an asset.
July 17, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss the one question to ask yourself if you’re struggling to decide whether to hold or sell an asset. Scott and Pat advise a retired caller in Florida, with $4.1 million in savings, about how he can determine a safe withdrawal rate. A California man asks if he should pay down his $148,000 mortgage balance with his 401(k) money. A caller asks how he should invest $1.1 million for his daughters. Finally, Scott and Pat speak with a woman in Texas...
Learning from your investment history
July 10, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions. Scott and Pat advise a pilot with $1.6 million in savings about whether he can retire comfortably at age 65. A father in his late 50s asks how he should save for his son’s private high school education. A young man in Argentina asks if he owes taxes after taking early Roth IRA distributions. Finally, Scott and Pat speak with a caller looking to low...
The myth of “unleashing” home equity
July 03, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat answer why using your home’s equity for other investments can come back to bite you. Scott and Pat advise a 64-year-old caller with $3.3 million in savings who wants to know if he should do a Roth conversion to save on his future tax bill. A re-married man who is selling his house asks how he should invest the $100,000 expected from the sale. A retired man wants to know if he should use dividend stocks to make payments on a $330,000 mortgage. Fina...
Quantitative easing and interest rates
June 26, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat revisit some of the best calls from the year before moving on to discuss the long-term impact of the Federal Reserve’s quantitative easing program. Scott and Pat advise a 401(k) saver who is considering reducing her investment risk because of high stock valuations. A soon-to-be retiree asks if she should cancel her life insurance policy. A caller asks if he can afford a condo in Thailand. Scott and Pat advise a caller with $760,000 in retiremen...
When the ducks quack...
June 19, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss the fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them. Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner. A ...
Taking care of your pets and your finances
June 12, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss why people actually have an easier time taking advice about their pets than for themselves. Scott and Pat advise a caller who wants to know how she should handle a $2 million inheritance. A great saver asks if he should put his marginal dollars toward investing or paying down his law school debt. A government employee who saved $500,000 in a 457 plan asks if he should transfer his savings into an annuity. A caller asks how to handle an est...
Vetting your financial advisor
June 05, 2021 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat discuss how clients can research their financial advisor’s background and why it’s so important. Scott and Pat advise a fiscally conservative retiree, with $1.4 million in savings and 8 percent in equities, about his long-term investments. A caller asks how she should invest the money in her Health Savings Account. An employee for the State of California asks how she should collect her pension. Finally, a man who “accidentally retired” at age 45 a...
The best calls from recent programs
May 29, 2021 13:00 - 52 minutes - 72.5 MBOn this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts. Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mort...