A new home with no proof of income.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 11 September 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss their concerns about higher home prices and why young savers should utilize Roth 401(k)s. Scott and Pat advise a father about the best way to save for his children’s college education. A caller expecting $1 million from her mother’s estate asks how she should handle the windfall. Finally, a Colorado man asks if he should use the cash in his Roth IRA to pay off his $172,000 mortgage balance. Ask a question by clicking here, or email 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
0:05.0	you're dealing with?
0:07.0	Whether it's about retirement, Would you like an opinion on a financial matter you're dealing with?
0:23.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:29.1	like to help you by answering your call to join Allworth's Money Matters.
0:33.3	Call now at 83399 Worth.
0:36.2	That's 83399 W-O-R-T-H.
0:41.6	Welcome to All Worth's Money Matters, Scott Hanson.
0:44.7	Pat McLean, thanks for joining us.
0:46.6	Glad to be here with you as we talk about financial markets, investing, retirement, taxes, estate planning, insurance, everything related to the overall financial planning.
0:59.8	Our objective is to help you make wise choices with your dollars to get to a point in life where work is a choice and non-obligation.
1:07.0	And my host and I, we both spend our weekdays helping people like yourself plan for their financial future.
1:12.9	We broadcast on the weekends to be your advisors on the air.
1:17.0	I'm glad you are with us today.
1:18.5	It's just not only Scott and myself, but there's a team of 81 advisors that works with people like you throughout the United States.
1:26.8	Yeah.
1:28.3	That's right. We have a good team. I must say, we do have the United States. Yeah. That's right.
1:29.3	We have a good team.
1:30.2	I must say, we do have a good team.
1:31.4	Yes.
1:31.7	Fortunate, very fortunate.
1:33.4	Anyway, if you want to be part of our program,
	...

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