August 22, 2020 Money Matters Podcast
- Achieving financial confidence. 1:25
- Interview with Andy Stout. 4:28
- Should I do a Roth conversion? 26:51
- Should I buy service credit? 41:36
- Pension envy. 49:50
Making sense of today’s stock market
On this week’s Money Matters, Scott and Pat interview Andy Stout, CFA and Chief Investment Officer of Allworth Financial, about the stock market breaking record-highs during a pandemic, and the importance of creating a disciplined investment strategy.
Scott and Pat advise a California caller, with $540,000 saved, who is considering a Roth conversion. A public school teacher also asks if he should purchase service credit in his pension for $63,000.
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