meta_pixel
Tapesearch Logo
Log in
Money Matters by Allworth Financial

Are you smarter than the market?

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7839 Ratings

🗓️ 14 November 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the new ways that traders are trying to outsmart the broad stock market and the fundamental truths if you try to do so. Scott and Pat advise a California man, with a net worth of $5.3 million, about his health insurance options if he retires early. A 71-year-old caller asks how she should invest $100,000 from a home sale. Scott and Pat speak with a man who asks if he should save in a backdoor Roth IRA. Finally, a caller nearing retirement asks how he can plan for income from multiple sources. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

Click on a timestamp to play from that location

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.

0:16.7

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

0:21.5

investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call

0:27.7

to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:41.2

Welcome to All-Worth's Money Matters. I'm Scott Hanson.

0:42.1

I'm Pat McLean.

0:46.5

Glad you are with us today as we talk about financial matters, both myself and my co-host.

0:51.4

We are both financial planners, certified financial planner, charter financial consultant.

0:55.3

We spend our weekdays working with you, helping be your financial advisors on the air. And our weekdays meet with people like yourself.

1:01.5

I don't know if I spoke, said that correctly. I'm reading something as I'm speaking.

1:05.0

It's not the best thing for me to be doing. Anyway, we're here to answer your questions and try

1:09.8

to help you with your financial

1:11.6

situations. And if you'd like to join the show, it's 83399 worth, 833999 worth 833999-9-9-9-6-7-8-4, and it's all-worth

1:24.5

financials money matters.

1:32.2

Formerly Hanson McLean, simply money, a couple other firms.

1:40.8

What we changed our name to is all worth, representing all your worth, which is not only your investments in financial planning, taxes estate planning um and uh we actually have

1:46.8

relationships with medicare supplement uh brokers so if you have those needs we are here to help you

1:54.3

so all worth and before we take calls i want to bring everyone's attention to this.

2:01.6

And I think we've talked about these products a couple of times in the program.

2:04.0

But there's an article in the Wall Street Journal a few weeks back.

2:07.8

And it highlighted one particular, I'll call him a speculator, his investment and what happened to it.

2:14.9

But it had to do with exchange traded notes,

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.