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cover of episode When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

2023/6/3
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A caller from Hawaii wants to know whether her portfolio can weather a recession. Plus, Scott and Pat explain when investing in cash is the wrong choice. Finally, they tackle questions about long-term care insurance and Roth conversions.

 

Join Money Matters:  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 here).  You can also be on the air by emailing Scott and Pat at [email protected]).

Download and rate our podcast here).