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Podcast: Money Matters by Allworth Financial
Episode: Financial security, Roth conversions, and I’ve got stock - what should I do with it?
Description: On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger. Finally, why Roth conversions may not be prudent for a New Yorker who wants to move.
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