EPISODE · Jul 18, 2020 · 52 MIN
Shedding light on faulty investment ideas
from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain
On this week’s Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away. Scott and Pat advise a Northern California woman looking for the best way to use her $785,000 pension. A caller asks if a collection agency can impact his ability to refinance a home. A postal worker in Manteca, California, asks what kind of mortgage she can afford. Finally, a government employee with a yearly family income of $210,000 asks if he should do a Roth conversion when he starts a new business. 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 the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away. Scott and Pat advise a Northern California woman looking for the best way to use her $785,000 pension. A caller asks if a collection agency can impact his ability to refinance a home. A postal worker in Manteca, California, asks what kind of mortgage she can afford. Finally, a government employee with a yearly family income of $210,000 asks if he should do a Roth conversion when he starts a new business. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
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Shedding light on faulty investment ideas
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