Podbean logo
  • Discover
  • Podcast Features

    Your all-in-one podcasting solution.

    Podcast App

    The best podcast player & podcast app.

  • Livestream

    High-performing audio live, without limits.

    Podcast Studio

    Easy-to-use audio recorder app.

  • PodAds

    Dynamic Ad Insertion for podcasts.

  • Premium

    Convert listeners into buyers anywhere, anytime
    with the convenience of Podbean Premium.

    Patron

    The seamless way for fans to support you directly
    from your podcast.

  • Ads Marketplace

    Join Ads Marketplace to earn money
    through sponsorship on your podcast.

  •  
  • All Arts Business Comedy Education
  • Fiction Government Health & Fitness History Kids & Family
  • Leisure Music News Religion & Spirituality Science
  • Society & Culture Sports Technology True Crime TV & Film
  • Live
  • Log in
  • Start your podcast for free
  • Podcasting
    • Podcast Features
    • Live Stream
    • PodAds
    • Podcast App
    • Podcast Studio
  • Monetization
    • Premium
    • Patron
    • Ads Marketplace
  • Enterprise
  • Pricing
  • Discover
  • Log in
    Sign up free
Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Business:Investing

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

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

2023-02-25
Download

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 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.

view more

More Episodes

A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
2023-03-25 2.9k
SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.
2023-03-18 8.2k
A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
2023-03-11 8.4k
When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
2023-03-04 8.2k
The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
2023-02-18 7.2k
The future of Social Security, Roth conversions, and managing money during a job change.
2023-02-11 8.0k
The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
2023-02-04 7.7k
An IRA dilemma, a question about taxes, and why not all recessions are the same.
2023-01-28 8.0k
How the fundamentals of investing will serve you well in 2023.
2023-01-21 7.7k
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
2023-01-14 7.9k
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
2023-01-07 7.5k
Looking back at 2022 and preparing you for 2023 and beyond.
2022-12-31 5.6k
The most entertaining and informative calls of 2022.
2022-12-24 7.3k
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
2022-12-17 7.8k
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
2022-12-10 7.9k
Is the classic 60-40 portfolio model dead?
2022-12-03 8.1k
Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
2022-11-26 8.6k
The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
2022-11-19 8.4k
Rebalancing your portfolio, questions about Social Security, and where to allocate income.
2022-11-12 7.6k
  • ←
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • →
01235678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store Download Podbean app on Google Play

Create your
podcast in
minutes

  • Full-featured podcast site
  • Unlimited storage and bandwidth
  • Comprehensive podcast stats
  • Integrate with iTunes and Google
    store
  • Make money with your podcast
Get started

It is Free

  • Podcast Services

    • Podcast Features
    • Pricing
    • Enterprise Solution
    • Private Podcast
    • The Podcast App
    • Live Stream
    • Audio Recorder
    • Remote Recording
  •  
    • Create a Podcast
    • Video Podcast
    • Start Podcasting
    • Start Radio Talk Show
    • Education Podcast
    • Switch to Podbean
    • Submit Your Podcast
    • Podbean Plugins
  •  
    • Church Podcast
    • Nonprofit Podcast
    • Get Sermons Online
    • Free Audiobooks
    • How to Start a Podcast
    • How to Start a Live Podcast
    • How to Monetize a podcast
    • How to Promote Your Podcast
    • How to Use Group Recording
  • MONETIZATION

    • Premium Podcast
    • Podcast Advertising
    • Patron Program
  • Support

    • Contact Us
    • Support Center
    • Developers
    • Resources
    • Free Webinars
    • Podcast Events
    • Podbean Academy
    • Podcasting Smarter
    • Podbean in the Media
  • Podbean

    • About Us
    • Careers
    • Affiliate Program
    • Badges
    • Terms of Use
    • Privacy Policy
    • Podbean Blog
    • Podbean New Features

Copyright © 2006-2023 Podbean.com