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Podcast: Money Matters by Allworth Financial
Episode: Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
Description: On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging.
Whether you're curious about the impact of government incentives on EV investments or need guidance on special needs trusts, this episode is packed with valuable insights.
Join Money Matters:Â Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McC...