Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 29 January 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:22.6	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:32.6	Call now at 83399 Worth.
0:35.6	That's 83399 W-O-R-T-H.
0:41.0	Welcome to All Worth's Money Matters, Scott Hanson.
0:44.0	Pat McLean, thanks for joining us.
0:46.0	That's right.
0:46.8	I'm glad.
0:48.3	Here we are in January.
0:50.1	All right.
0:51.9	How are you doing on your New Year's Wednesday?
0:53.1	Oh, my.
0:54.6	My, my, my, my.
0:55.8	Okay.
0:57.6	You know, it's funny.
0:58.9	Now I bring that up, this is a financial program.
1:00.6	We're with financial advisors.
1:01.5	We're going to take calls here in a moment.
1:03.0	But one of my goals was to look through, and I think I mentioned this in the program,
1:06.2	look through an account that I have that I've had years ago that I just had I need to just do a little time to
1:11.2	dig into it and I've yet to do it.
1:12.9	Oh, yeah, here it is.
	...

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