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Listen "Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking."
Episode Synopsis
On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases and understanding the intricacies of estate planning. Then, they address the importance of sufficient life insurance coverage to secure your family's future in unforeseen circumstances. Plus, they cover strategies for buying a new home without first selling your current one, ensuring you're not over-leveraged and prepared for market shifts.
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.
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.
More episodes of the podcast Allworth Financial‘s Money Matters
Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
01/11/2025
BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management
24/09/2025
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