Shedding light on faulty investment ideas
On this week’s Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away. Scott and Pat advise a Northern California woman looking for the best way to use her $785,000 pension. A caller asks if a collection agency can impact his ability to refinance a home. A postal worker in Manteca, California, asks what kind of mortgage she can afford. Finally, a government employee with a yearly family income of $210,000 asks if he should do a Roth conversion when he starts a new business. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.