A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, Scott and Pat advise a Minnesota doctor who has an extra $85,000 to invest each year.

 

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.

Download and rate our podcast here.