Podcasts Business Investing Allworth Financial‘s Money Matters The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

Published: May 6, 2023, 1 p.m.

b"On this week\\u2019s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he stops working full-time. You\\u2019ll hear guidance for a Montana woman who wants to know where she should pull money from to help her son-in-law. Then, Scott and Pat take a deep dive into tax planning for 2024 and beyond. Finally, they help a caller with a question about a lump-sum pension payout.\\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."