4.9 • 782 Ratings
🗓️ 24 May 2025
⏱️ 58 minutes
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0:00.0 | Would you like an opinion on a financial matter you're dealing with? |
0:03.2 | Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters. |
0:13.2 | Call now at 83399 Worth. That's 83399 W-O-R-T-H. |
0:23.6 | Hi, it's Scott Hansen. We hope you're having a peaceful Memorial Day weekend. We're away, but we have a great show prepared for you. We're discussing 401K catch-up contributions, inherited IRAs, and a Roth conversion strategy. And remember, if you'd like free advice, |
0:37.9 | reach out to us at Questions at Money Matters.com. |
0:41.5 | Or you can call 83399 Worth. |
0:43.8 | We'll schedule a time for you to talk with us on the air. |
0:48.1 | Welcome to Allworth's Money Matters, Scott Hansen. |
0:50.4 | Pat McLean, thanks for joining us. |
0:52.2 | Glad you're here as we're talking about financial matters, myself and my co-host, both financial advisors. |
0:58.4 | And we've been doing this program about three. We've been advisors for over three decades doing this program for almost 30 years. |
1:06.5 | And certainly enjoy coming and sharing a bit of our... |
1:10.9 | I don't know if it's wisdom. |
1:13.0 | I don't know if it's 30 years of experience |
1:15.2 | or one year of experience times 30, |
1:17.7 | but I'm hoping it's 30 years of experience. |
1:19.7 | Our musines. |
1:21.6 | Oh, you know, Scott, |
1:24.9 | we're going to take some calls, just a reminder i talked about this uh in december people ages |
1:34.4 | between the ages 60 and 63 are able to supersize their catch-up contributions for their 401 case |
1:42.7 | they are so i i went into mine because i'm 60 and how much their catch-up contributions for their 401ks. |
1:45.6 | They are. |
... |
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