The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question. episode artwork

EPISODE · Jun 10, 2023 · 52 MIN

The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan.  A California man wants to know whether his mother-in-law should sell a home. Finally, you’ll hear Scott and Pat’s unexpected answer to a question about a Roth conversion.   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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The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

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