An IRA dilemma, a question about taxes, and why not all recessions are the same.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 January 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA. They advise a California caller who wants to know whether there’s a tax advantage to designating herself as a contractor versus an employee. Allworth Advisor Jeff DeBoer joins the show to explain why all recessions aren’t the same. Finally, hear why Scott and Pat think a Michigan caller should sell a non-traded REIT. 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]. 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?
0:05.9	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would
0:12.0	like to help you by answering your call to join Allworth's Money Matters.
0:16.2	Call now at 83399 Worth.
0:19.0	That's 83399 W-O-R-T-H. Welcome to All-Worth's Money Matters, Scott Hanson.
0:26.5	Pat McLean. I'm glad you are joining us, both myself and my co-host. We're both financial advisors,
0:31.9	certified financial planner, charter financial consultant. We meet with people like yourself
0:37.1	throughout the week, helping them with their finances,
0:40.2	and we broadcast on the weekends being your financial advisors on the air.
0:44.1	And glad you are taking part of our program.
0:47.6	So if you'd like to join the show, 83399 worth, that's 833-999-9-9-6-784.
0:57.8	You can get on the air.
0:59.4	Yeah.
1:00.1	And we will do our best to help.
1:02.2	Yeah, it's interesting.
1:04.6	On the financial markets, the European, I don't know if you paid attention to the European stock market.
1:09.2	It's done extremely well the last three or four months. Yes. In spite of when you think of the headwinds there,
1:14.8	right, the Ukrainian war, the embargo on Russia, what that means for their natural gas, granted,
1:22.2	they've had a warm energy, right, which is not, I mean, this is not the way Russia was hoping this would turn out that it would be a warm winter and there was supposed to be some economic crippling of the European economy.
1:37.7	Because the winter's not over.
1:39.1	That's a good point as well.
1:40.9	That's an excellent point as well.
	...

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