On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Finally, Scott and Pat help a woman looking for a new financial advisor.
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