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Allworth Financial‘s Money Matters

The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

04 Nov 2023

Description

On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension.   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.

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