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cover of episode Financial security, Roth conversions, and I’ve got stock - what should I do with it?

Financial security, Roth conversions, and I’ve got stock - what should I do with it?

2022/4/23
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it.  Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger.  Finally, why Roth conversions may not be prudent for a New Yorker who wants to move.

 

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]).