Choosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 13 September 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as investment strategies. They share real-life stories that highlight how a trusted financial advisor can help families navigate some of life’s toughest moments: illness, unexpected retirement, losing a spouse, and planning for Social Security. From a caller facing a terminal cancer diagnosis to another couple debating whether to pay off their mortgage early, Scott and Pat explore the practical—and emotional—side of retirement and estate planning. Listeners will learn why selecting the right financial advisor isn’t just about numbers, but about having a partner who understands the human side of money. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing 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?
0:05.2	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.
0:15.5	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson.
0:25.1	Pat McLean. Thanks for joining us. Yeah, glad you are with us as we talk about financial matters, both myself, my co-hosts, we're both financial advisors.
0:34.5	I used to say, we used to say for a long time we spend our weekdays meeting with people like yourself, broadcast this on the weekends.
0:41.2	But truth be told, after 35 years of being financial advisors, we're not necessarily doing this five days a week, Monday through Friday.
0:51.4	Yes.
0:51.8	With clients.
0:53.0	Yes.
0:53.3	Yes. But I still have clients.
0:55.5	Still interact with them.
0:57.4	Enjoyed that part of the business.
0:59.3	I'll tell you, Pat, and we'll take some calls here soon, but the longer, the longer I'm in
1:05.4	this profession, a couple things.
1:09.0	One, I really see the value in what we do. I talked to a bunch of, we had,
1:17.8	it was like, I don't know, a dozen or so of our associate advisors. So here at Allworth, we have,
1:23.3	sometimes we'll hire somebody from, maybe they were trained at another large firm after a year
1:27.6	or two at a college.
1:28.5	We'll hire them.
1:29.3	Or we hire new college grads and it's a five-year program that they come through.
1:34.3	They get their certified financial planner designation and they're these associated
1:38.3	advice.
	...

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.