Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
- Author
- Allworth Financial
- Published
- Sat 23 Dec 2023
- Episode Link
- http://podcast.moneymatters.com/e/bridging-the-gap-between-having-wealth-and-feeling-free-where-to-invest-an-inheritance-and-questions-about-social-security-and-roth-conversions-1702331574/
On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions.
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