Episode Details
Back to EpisodesFamily financial conversations, money from an inheritance, and an overview of SEPs.
Episode 290
Published 4 years, 5 months ago
Description
On 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.