A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 25 April 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and his wife could retire early enough to truly enjoy their golden years. Find out what Scott and Pat advised—and whether he followed through. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:07.4	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:15.6	To join Allworth's Money Matters, call now at 83399 Worth.
0:20.4	That's 83399 W-W-R-T-H. Welcome to All-W-Worth Money Matters, Scott Hanson.
0:28.3	Pat McLean. Thanks for joining us. Glad to be with you as we talked to financial matters.
0:32.3	Myself, my co-host, both practicing financial advisors. I've been doing this program for, I don't know when our 30-year anniversary is,
0:40.3	but it's coming up in the next weeks or months or something.
0:44.7	We've been doing it a while.
0:45.9	Yeah.
0:46.3	It's always good to talk with you and take questions and calls and hear what's going on.
0:52.0	Catch up with you, Mr. Hansen.
0:53.7	Yeah.
0:54.2	And if you want to join the program,
0:56.8	questions that money matters.
0:58.2	Probably the best way send us an email.
0:59.4	We'll talk.
0:59.9	We've got a good program today.
1:01.0	We've got some calls.
1:02.0	We're going to talk about some commentary on the markets.
1:05.7	And then our house call, which is always one of my favorites, which is we visit with someone that we spoke to in the past
1:12.5	and catch up on what's the advice we gave?
1:16.8	And what's transpired?
	...

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