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Allworth Financial‘s Money Matters

Shedding light on faulty investment ideas

18 Jul 2020

Description

On this week’s Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away. Scott and Pat advise a Northern California woman looking for the best way to use her $785,000 pension.  A caller asks if a collection agency can impact his ability to refinance a home. A postal worker in Manteca, California, asks what kind of mortgage she can afford. Finally, a government employee with a yearly family income of $210,000 asks if he should do a Roth conversion when he starts a new business. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.

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