May 28, 2022
- The impact of good financial planning 00:07
- I did not receive my full pension. Should I keep working? 09:29
- Should I move equity in my homes into the bank? 18:27
- Netflix earnings, problems with Peloton and fad investments 26:00
- Do we have enough money to buy our dream home? 38:36
- I’m retired. Is it time to do a Roth conversion? 44:35
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pension after having an allergic reaction to the COVID vaccine. You’ll hear advice for a man thinking of moving equity from his homes into the bank. Finally, they help a couple decide whether there’s enough money to buy a dream home.
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.
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