Podcasts Business Investing Allworth Financial‘s Money Matters Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

Published: Aug. 31, 2024, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging. \nWhether you're curious about the impact of government incentives on EV investments or need guidance on special needs trusts, this episode is packed with valuable insights.\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.