A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
- Author
- Allworth Financial
- Published
- Sat 27 Jan 2024
- Episode Link
- http://podcast.moneymatters.com/e/a-roth-account-question-guidance-on-a-portfolio-allocation-and-where-to-invest-800000/
On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, Scott and Pat advise a Minnesota doctor who has an extra $85,000 to invest each year.
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