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On this week's Money Matters, Scott and Pat discuss end-of-year tax planning considerations in this uncertain political season, along with the reasons why they aren’t celebrating higher stock prices just yet.
Scott and Pat advise a California caller about a $36,000 Roth conversion. A father of three moved his family in with his in-laws and asks when he should buy a new home. A caller who is used to saving money asks how to feel comfortable spending in retirement. Finally, Scott and Pat advise a cancer survivor on how to invest $10,000.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.
 By Allworth Financial
By Allworth Financial4.7
813813 ratings
On this week's Money Matters, Scott and Pat discuss end-of-year tax planning considerations in this uncertain political season, along with the reasons why they aren’t celebrating higher stock prices just yet.
Scott and Pat advise a California caller about a $36,000 Roth conversion. A father of three moved his family in with his in-laws and asks when he should buy a new home. A caller who is used to saving money asks how to feel comfortable spending in retirement. Finally, Scott and Pat advise a cancer survivor on how to invest $10,000.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.

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