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Home > Allworth Financial‘s Money Matters > Financial security, Roth conversions, and I’ve got stock - what should I do with it?
Podcast: Allworth Financial‘s Money Matters
Episode:

Financial security, Roth conversions, and I’ve got stock - what should I do with it?

Category: Business
Duration: 00:52:45
Publish Date: 2022-04-23 13:00:00
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.

 

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

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