Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 25 June 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat extract the bull from bear markets. Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA. A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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].

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:16.0	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.
0:26.4	Call now at 83399 Worth. That's 83399 WORTH.
0:35.3	Welcome to All Worth's Money Matters, Scott Hanson.
0:38.2	Pat McLean, thanks for joining us.
0:39.6	That's right, both myself and my co-hosts.
0:41.4	We are both practicing financial advice.
0:43.4	And it does feel like we're practicing in times like this.
0:46.7	Obviously, the markets have been volatile, and it definitely feels like we're definitely in a prolonged bear market
0:56.7	yeah some days we might have some positive days or whatever but
1:00.2	it's like the last bear market
1:04.0	well it's interesting we had I had a call pat with
1:06.5	I was on a call with a bunch of our financial advisors we got about 100 advisors
1:09.8	many of whom they're well seasoned I said older and I was on a call with a bunch of our financial advisors. We've got about 100 advisors. Many of whom they're well-seasoned.
1:12.9	I said older, and I was corrected that season.
1:15.1	I'm like, oh, come on.
1:16.1	I'm an old guy.
1:17.7	Oh, you're not allowed to say older.
1:19.5	I don't know.
1:20.3	But whatever.
1:21.3	Okay.
1:22.1	I'm 55.
	...

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