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Podcast: Money Matters by Allworth Financial
Episode: Lack of opportunity and disposable income
Description: On this week’s Money Matters, Scott and Pat discuss one of their favorite tax-savvy investment strategies and the key factors driving this bull market.
Scott and Pat advise an investor who wants to track his tax obligations on Roth conversions. A Seattle man asks how he can encourage his 61-year-old sister to start saving for retirement. A mother wants to know if her daughter, a student in medical school who overestimated how much she would need for tuition, should return approximately $17,000 that she overborrowed. Scott and Pat speak with a public employee in Illinois who asks ho...