;

April 23, 2022

Financial security, Roth conversions, and I’ve got stock - what should I do with it?

On 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 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.