EPISODE · Sep 14, 2019 · 58 MIN
A $700,000 yearly income and no retirement savings.
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement. Scott and Pat take a question about the tax implications of saving in a Health Savings Account. A caller with $5.5 million saved asks if he should do a Roth conversion. A Kansas City man is close to hitting the maximum for his yearly 401(k) contributions. Scott and Pat advise a daughter who is wondering when to sell her mother’s house. A Roseville man’s wife has $40,000 in a Canadian retirement fund and wants to know the best way to handle the money. In a segment exclusively for podcast listeners, Scott and Pat discuss how to transfer property. Ask a question by clicking here, or email Scott and Pat at [email protected].
What this episode covers
On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement. Scott and Pat take a question about the tax implications of saving in a Health Savings Account. A caller with $5.5 million saved asks if he should do a Roth conversion. A Kansas City man is close to hitting the maximum for his yearly 401(k) contributions. Scott and Pat advise a daughter who is wondering when to sell her mother’s house. A Roseville man’s wife has $40,000 in a Canadian retirement fund and wants to know the best way to handle the money. In a segment exclusively for podcast listeners, Scott and Pat discuss how to transfer property. Ask a question by clicking here, or email Scott and Pat at [email protected].
NOW PLAYING
A $700,000 yearly income and no retirement savings.
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m