1. EachPod
EachPod

The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

Author
Allworth Financial
Published
Sat 10 Jun 2023
Episode Link
http://podcast.moneymatters.com/e/the-cost-of-money-how-to-pivot-when-investments-are-locked-up-and-an-unexpected-response-to-a-roth-conversion-question/

On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan.  A California man wants to know whether his mother-in-law should sell a home. Finally, you’ll hear Scott and Pat’s unexpected answer to a question about a Roth conversion.


 


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