Podcasts Business Investing Allworth Financial‘s Money Matters 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

Published: Dec. 16, 2023, 1 p.m.

b"On this week\\u2019s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should finally combine finances with his wife. Finally, you\\u2019ll hear why Scott and Pat think a California caller should cash out her annuity.\\n\\xa0\\nJoin Money Matters:\\xa0 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\\xa0here.\\xa0 You can also be on the air by emailing Scott and Pat at\\xa0questions@moneymatters.com.\\nDownload and rate our podcast\\xa0here."