Podcasts Business Investing Allworth Financial‘s Money Matters Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

Published: Nov. 18, 2023, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage.\xa0 A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with a question about a Roth conversion.\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.