Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
Description: On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Finally, Scott and Pat help a woman looking for a new financ...