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EachPod

The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.

Author
Allworth Financial
Published
Sat 25 Feb 2023
Episode Link
http://podcast.moneymatters.com/e/the-cost-of-fear-and-greed-a-question-about-roth-conversions-and-an-estate-plan-dilemma/

On this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party.


 


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