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.

b"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."