Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions. episode artwork

EPISODE · Apr 29, 2023 · 52 MIN

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions.   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 [email protected]. Download and rate our podcast here.

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Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

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