Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

Published: Oct. 7, 2023, 1 p.m.

On this week\u2019s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks where she should put money left over from her budget. A man who started listening to the show when he was 19-years-old wants to know whether he should buy whole life insurance. Finally, Scott and Pat educate a California caller on why and when one should do Roth conversions.\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.