Episode Details

Back to Episodes

The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.

Episode 350 Published 3 years, 3 months ago
Description

On this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party.

 

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 questions@moneymatters.com.

Download and rate our podcast here.

Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us