April 16, 2022
- Inflation and the wild real estate market 00:26
- How to handle restricted stock units 06:45
- Which bucket of money should I pay taxes with? 19:00
- Should I purchase military service credit? 26:18
- I want to retire right now 32:28
- I’m worried about estate taxes 40:54
- Am I on the right track to retirement? 45:18
Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
On 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 McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also email Scott and Pat at questions@moneymatters.com.
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