Business
On this week’s Money Matters, Scott and Pat interview Andy Stout, CFA and Chief Investment Officer of Allworth Financial, about the stock market breaking record-highs during a pandemic, and the importance of creating a disciplined investment strategy. Scott and Pat advise a California caller, with $540,000 saved, who is considering a Roth conversion. A public school teacher also asks if he should purchase service credit in his pension for $63,000. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.