Annuities inside 401(k)s

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 August 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan. Scott and Pat advise a San Francisco man on his plan to retire to North Carolina. A caller who is just starting out in his career asks how he should save for a house. A Pennsylvania man asks if he should turn his duplex into a rental that could net $1,400 a month. A California caller asks if she should buy a deferred fixed annuity. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.

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?
0:19.0	Whether it's about retirement, investments,
0:21.4	taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call
0:26.8	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 WORTH.
0:36.1	Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us as we talk about financial matters. Allworth Money Matters is we've been broadcasting here for 26 years. Our goal here is to help you make wise choices with your finances, to have some financial independence independence to be at a point where work
0:54.3	is an option and not an obligation. And my co-host and I were both practicing financial advisors
1:00.7	meeting with people like you during the week and being here and your financial advisors
1:05.9	on the air broadcast on the weekend. And on your podcast.
1:11.4	Yeah.
1:13.3	We take calls.
1:15.0	People ask us questions and we try to help.
1:17.7	We give our opinions that sometimes are taken and sometimes not.
1:23.3	But that's fine.
1:24.5	I mean, the funny thing about financial planning.
1:29.7	And I was at a conversation with the gentleman, he was a retired nuclear engineer.
1:35.0	Okay.
1:35.7	Pretty exacting.
1:37.4	Okay.
1:37.9	Exactly.
1:38.4	Right?
1:38.9	I mean, it's kind of right, probably with rocket science.
1:41.1	I mean, there's not a lot of margin of air there.
	...

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.