May 29, 2021 Money Matters Podcast
- A veteran needs a 529 3:40
- Taking companies public 11:20
- Blending a 457 18:27
- How reverse mortgages work 28:15
- Investing an inheritance 36:45
- Financially helping relatives 42:25
The best calls from recent programs
On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.
Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.
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