EPISODE · May 29, 2021 · 52 MIN
The best calls from recent programs
from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain
On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts. Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
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The best calls from recent programs
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