February 11, 2023

The future of Social Security, Roth conversions, and managing money during a job change.

On this week’s Money Matters, Scott and Pat discuss the uncertainty over the future of Social Security.  A Pennsylvania man with half of his net worth tied up in Berkshire Hathaway stock wants to know whether he should do a Roth conversion.  A caller from Michigan asks whether he should start contributing to his company’s Roth 401(k). Finally, Allworth partner advisor Mark Shone joins the show to tackle ways to manage your money if you were to lose your job.

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.