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Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.

Episode 446 Published 1 year, 6 months ago
Description

On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases and understanding the intricacies of estate planning. Then, they address the importance of sufficient life insurance coverage to secure your family's future in unforeseen circumstances. Plus, they cover strategies for buying a new home without first selling your current one, ensuring you're not over-leveraged and prepared for market shifts.

 

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.

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