• The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

  • May 25 2024
  • Duración: 52 m
  • Podcast

The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

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  • Resumen

  • On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income portion of her portfolio. Finally, a caller wants to know whether she needs permanent life insurance.

    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 questions@moneymatters.com.

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