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Podcast: Money Matters by Allworth Financial
Episode: The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
Description: On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income portion of her portfolio. Finally, a caller wants to know whether she needs permanent life insurance.
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