How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
May 9, 2026 - 35:15
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Radio and PodcastLive Radio & PodcastsIn this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage future RMDs, and avoid costly bracket mistakes. A caller with $4+ million...
Roth Conversion & Direct Indexing Strategies is an episode from Hanson McClain's Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduc...
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Published Mar 14, 2026, 42:52 long, audio available.
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