EPISODE · Nov 21, 2020 · 52 MIN
Financial advice from California to Guam
from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain
On this week's Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe. Scott and Pat speak with a California state employee looking to save an additional $2,000 per month. A 58-year-old man asks how he should handle restricted stock options worth $300,000. Scott and Pat advise a caller on the differences between saving in a Roth and a traditional 401(k). A Cupertino caller asks if his 4.99% adjustable-rate reverse mortgage has a negotiable interest rate. Finally, a caller in Guam asks if she should refinance her existing mortgage before she moves to the states in a few years. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
What this episode covers
On this week's Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe. Scott and Pat speak with a California state employee looking to save an additional $2,000 per month. A 58-year-old man asks how he should handle restricted stock options worth $300,000. Scott and Pat advise a caller on the differences between saving in a Roth and a traditional 401(k). A Cupertino caller asks if his 4.99% adjustable-rate reverse mortgage has a negotiable interest rate. Finally, a caller in Guam asks if she should refinance her existing mortgage before she moves to the states in a few years. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
NOW PLAYING
Financial advice from California to Guam
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m