Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 29 March 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing personal enjoyment and future planning. They also delve into the complexities of Required Minimum Distributions (RMDs) and the importance of considering Roth conversions to optimize tax outcomes. Finally, they emphasize the importance of dynamic financial planning, using case studies to illustrate how even small adjustments can significantly impact one’s financial future. 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 [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:08.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:16.0	To join Allworth's Money Matters, call now at 83399 Worth. That's 8's 833 99 W-O-R-T-H welcome to
0:26.5	allworth's money matters Scott Hanson have McLean thanks for joining us yep glad to have
0:31.4	you as we talk about financial topics got a good program as always yeah taking some calls
0:36.8	and some personal stuff.
0:38.4	I've got to share this with you.
0:39.4	You might find this humor.
0:40.9	Mr. Hanson?
0:41.5	Is it financially related in the slightest?
0:43.0	No.
0:43.4	Okay, good.
0:43.8	Well, maybe a little bit.
0:46.0	So I like doing stuff around the house.
0:48.5	Like, I enjoy it, right?
0:53.3	So.
0:56.0	How many years have you been in your house?
0:57.0	29.
0:58.5	29 years.
1:00.0	How many times you've had it painted?
1:04.6	Oh, probably four or five. You had jokes that his house is getting smaller.
1:06.9	On the inside and the larger on the outside.
	...

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