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Podcast: Money Matters by Allworth Financial
Episode: Ambient emotions and your financial decisions
Description: On this week's Money Matters, Scott and Pat discuss the ways that temporary pandemic stress can affect your long-term financial decisions.
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Scott and Pat advise a caller with $10 million in savings about how he can gift his assets and lower his tax bill. A Cincinnati caller making $150,000 a year consulting asks if he should expect means testing on his Social Security benefit. A California man with $875,000 in retirement savings asks if a Roth conversion is a smart move for his situation. Scott and Pat speak with a soldier in Hawaii looking for ways to save o...