EPISODE · Apr 8, 2023 · 52 MIN
When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college. 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.
What this episode covers
On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college. 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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When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
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