Would you like an opinion on a financial matter you're dealing with?

Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.

Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson.

Pat McLean, thanks for joining us. We'll talk about financial matters today and a little bit about the markets.

Of course, take your calls. Our objective on this program, like every other, is to help you make wise choices with your finances.

We believe that the more knowledge somebody has, the better choices they're going to make,

and the more confidence they'll have with their finances.

Because study has shown that wealth and confidence in your finances are not necessarily correlated.

Yes.

So you've certainly seen plenty of people that have a lot of money and are freaked out about the economic future,

and you see other people that have more modest means and have complete confidence in their future. I talked to an 89

year old client earlier this week that was exactly as you described. Which one? The first or second?

I don't remember in what order they came. But he was doubting his portfolio for a little bit and it's an interesting thing

i've worked and how long has the client been with you 30 years scott and we go through this

every 18 months pat and i started in the industry in 1990 uh you still have a handful of clients

i do yeah i don't have any clients any longer.

Still there for them if they need to reach out, but there's other certified financial planners they work with.

But you still maintain a handful of...

Oh, and I love the interaction, but it's every 18 months.

And normally... And after 30 years, there's not a lot of planning to do, my guess.

Oh, and his grandkids won't spend this money.

His great grandkids won't spend this money.

...