Allworth Financial‘s Money Matters

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On this week's Money Matters, Scott and Pat discuss the challenge of rebalancing your investments when the stock market has performed well.

Scott and Pat advise a conservative investor who asks how to handle the proceeds of a maturing CD. A caller asks how he should take an $845,000 pension and pay down his mortgages totaling $967,000. A man with a family income of $500,000 asks if he should make a Roth conversion. Finally, a college student asks Scott and Pat if he should save money by living with his parents after graduation.

Ask a question by clicking here, or email Scott and Pat at [email protected].

Download and rate our podcast here.

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Allworth Financial‘s Money MattersBy Allworth Financial

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