Planning for future tax changes.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 21 August 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation. Scott and Pat advise a caller with three rental properties about whether he should pay down his mortgages early. A father wants to know if his son, who makes $75,000 a year, is making eligible Roth contributions. A caller with more than $2 million in savings asks if he should do a Roth conversion. Finally, a caller nearing retirement asks what he should look for in a financial advisor. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:19.0	Whether it's about retirement, investments, taxes, or 401ks.
0:23.8	Scott Hanson and Pat McLean would like to help you by answering your call.
0:27.5	To join Allworth's Money Matters, call now at 83399 Worth.
0:32.0	That's 83399 W-O-R-T-H.
0:38.7	Welcome to All-W Worth's Money Matters.
0:40.8	I'm Scott Hanson.
0:41.7	I'm Pat McLean.
0:42.6	Glad you are joining us this weekend.
0:44.1	We talk about financial matters, both myself and my co-hosts here.
0:47.7	We are both financial advisors.
0:49.5	Certified financial planner, chartered financial consultant.
0:52.2	We spend our weekdays helping people like yourself.
0:54.7	We broadcast on the weekends being your financial advisor on the air.
0:59.3	And it's good being here.
1:01.1	And obviously it's been busy news week.
1:03.9	Oh, just a little.
1:06.3	Yeah.
1:06.8	We're going to stick to the financial stuff, though.
1:08.4	Just because there's a...
1:10.2	Yeah, I think everyone is probably a little inundated with the Afghanistan.
1:16.0	I was like, listening to...
	...

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