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Podcast: Money Matters by Allworth Financial
Episode: Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
Description: On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he is on the right track toward retirement. You’ll hear why Scott and Pat want a California caller to invest her money in a traditional retirement account instead of a Roth. Finally, why moving for tax reasons isn’t as simple as it looks.
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