The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
Allworth Financial‘s Money Matters

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

2023-02-25
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 answere...
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