A perfect example of financial planning, and a house call to a man who “accidentally retired”

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 14 May 2022

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security. Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams. Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.” 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

Click on a timestamp to play from that location

0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:20.0	Whether it's about retirement, investments, taxes, or 401Ks,
0:24.8	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:30.5	Call now at 83399 Worth.
0:33.2	That's 83399 W-O-R-T-H.
0:38.4	Welcome to All-Worth's Money Matters, Scott Hanson.
0:41.3	Pat McLean.
0:42.1	Glad you are with us as we're talking about financial matters, myself, my co-host, both financial planners, wealth managers, investment advisors, whatever you want to call us.
0:53.3	We try to help people with their money.
0:54.9	It's funny, our job titles have changed.
0:59.1	Pat and myself both started in the industry.
1:01.6	You were in 1989, I believe.
1:03.0	I was 1990.
1:03.9	We started with a, it was a large national life insurance company.
1:09.4	I remember I interviewed with some of the, they were called wirehouses back then, the big
1:13.1	brokerage firms.
1:14.1	The brokerage firms would send you back to New York, teach you out a cold call, which is
1:18.3	in open accounts, which is what the whole deal was back there.
1:21.3	Your stockbroker, cold call, open accounts, and that didn't sound terribly appealing.
1:26.4	And the insurance companies was life insurance sales.
1:28.7	That didn't sound very appealing either.
1:30.5	But we ended up the agency that was much more financial planning focus.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.