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Money Matters by Allworth Financial - Allworth Financial

898 - Can You Retire at 55 With a $2 Million Portfolio?
Money Matters by Allworth Financial
898 - Can You Retire at 55 With a $2 Million Portfolio?
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like:

-Should I do Roth conversions?
-Are there tax strategies I should be using?
-Do I have the proper estate plan?
-Is my portfolio allocation diverse enough?
-Will I retire on time?

Take Money Matters with you each week. Download the show wherever you get your podcasts.

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Mais episódios

  • Money Matters by Allworth Financial
    898 - Can You Retire at 55 With a $2 Million Portfolio?
    Sat, 17 Oct 2026
    Play
  • Money Matters by Allworth Financial
    897 - $1M+ Retirement Strategy: How to Build Sustainable Income
    Sat, 10 Oct 2026
    Play
  • Money Matters by Allworth Financial
    896 - Can You "Die with Zero?" | Spending Down Multi-Million Portfolios
    Sat, 03 Oct 2026
    Play
  • Money Matters by Allworth Financial
    895 - Roth Conversion Mistakes & the Real Value of a Financial Advisor
    Sat, 26 Sep 2026
    Play
  • Money Matters by Allworth Financial
    894 - Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs
    Sat, 19 Sep 2026
    Play
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