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Money Matters by Allworth Financial

Are we in another dot-com bubble?

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 19 September 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.   Scott and Pat advise a Santa Cruz caller looking to refinance his $1 million mortgage with some of the $2.7 million in his family’s savings. A conservative investor is inheriting $350,000 and asks how she should save. Finally, a 33-year-old mother with three properties asks if she should sell one of her rentals.   Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.   Download and rate our podcast here.

Transcript

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0:00.0

Answering your tough financial questions for the past 26 years, it's Allworth's Money Matters, with co-hosts Scott Hansen and Pat McLean.

0:15.4

Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement, investments, taxes, or 401ks,

0:22.6

Scott Hansen and Pat McLean would like to help you by answering your call

0:26.6

to join Allworth's Money Matters.

0:28.6

Call now at 83399 Worth.

0:31.6

That's 83399 WORTH.

0:35.6

Welcome to Allworth's Money Matters.

0:37.9

I'm Scott Hanson.

0:38.9

I'm Pat McLean.

0:39.8

Glad you are with us today as we talk about financial matters.

0:43.2

Both myself and my co-host here, we're both financial advisors, certified financial planner,

0:48.1

chartered financial consultant.

0:50.0

We spend our weekdays helping people like yourself plan their financial futures,

0:53.2

and we broadcast on the weekends to be your financial advisors on the air.

0:59.7

When we come into the studio, we think, what is our goal? What are we trying to do? We want people

1:05.0

to live a more comfortable, peaceful life regarding their money, especially in retirement.

1:12.6

So that they're comfortable in their retirement.

1:14.8

They're comfortable with how their dollars are invested, the decisions they're making

1:18.2

in their lifestyle in retirement.

1:20.3

Well, that's a good point.

1:21.1

I mean, it's funny because as we all seek comfort and security in life. I actually have, on my desk at home,

1:29.3

I have a little phrase I cut out from somewhere.

...

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