The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma. episode artwork

EPISODE · Feb 25, 2023 · 52 MIN

The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party.   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.

Episode metadata supplied by the publisher feed · Published Feb 25, 2023

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The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.

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