Podcasts Business Investing Allworth Financial‘s Money Matters A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

Published: Sept. 9, 2023, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You\u2019ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple\u2019s portfolio that consisted of ten accounts held at five different financial institutions. Finally, Scott and Pat help a woman looking for a new financial advisor.\n\xa0\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.