Podcasts Business Investing Allworth Financial‘s Money Matters Why age shouldnt determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Why age shouldnt determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Published: July 15, 2023, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it\u2019s critical to have a well-thought-out inheritance plan.\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.