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February 6, 2021 Money Matters Podcast

The right and wrong ways to refinance

On this week's Money Matters, Scott and Pat discuss the scenarios where refinancing a mortgage could hurt your retirement.

Scott and Pat advise a California public employee about when he should take his $735,000 pension. A caller asks if she should cancel her $650 annual premium term life insurance policy. A man asks if the government will eventually tax Roth distributions. A daughter asks how her 86-year-old mother should handle a $647,000 inheritance. Finally, Scott and Pat speak with a husband who wants to know when his wife should take Social Security.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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