A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 16 July 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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].

Transcript

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0:00.0	The Can't get enough of Allworth's Money Matters?
0:29.5	Visit allworthfinancial.com slash radio to listen to the Money Matters podcast.
0:36.6	Welcome to Allworth's Money Matters. Scott Hanson here. Pat McLean. Thanks for
0:41.0	joining us. Yeah. Here it is. It's summer. Smokes back in California.
0:48.4	It is. Anyway, we're here to talk about financial matters. Both myself and my co-host here,
0:54.1	we're both financial advisors.
0:55.8	I've been doing this roughly three decades, practicing advisors.
0:59.7	And we do with this podcast and this radio program on a weekly basis to be your financial advisors on the air and help you make wise choices with your dollars.
1:08.3	Markets always go through cycles.
1:09.8	Life goes through seasons and cycles.
1:12.3	Yes.
1:14.1	I was listening, for whatever reason, this past weekend, I spent some, I was listening
1:20.5	to some other financial talk shows, which I almost never do.
1:23.6	Okay.
1:24.1	And one kept talking about the written financial plan.
1:26.7	And I started thinking,
1:27.8	what does that mean written anymore? Because, well, it's out of date as soon as it's done.
1:35.9	Yeah. And I mean, like, if someone hands me printed stuff anymore, like, can you just email this
1:41.0	to me? So I've got a document somewhere to go look upon. Like, do I really want something printed out? But it's telling me, I was thinking more about the financial
1:48.6	planning process. And to your point, as soon as it's printed it, it's out of date, as soon as
1:54.7	it's written, it's out of date, because things are so dynamic. Markets are dynamic.
2:00.6	Our lives are dynamic. In the financial, a financial
	...

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