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Podcast: Money Matters by Allworth Financial
Episode: Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
Description: On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with a question about a Roth conversion.
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