Family financial conversations, money from an inheritance, and an overview of SEPs.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 8 January 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.

Transcript

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0:00.0	The Would you like an opinion on a financial matter you're dealing with?
0:32.1	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
0:41.4	Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to All-Worth's Money Matters, Scott Hanson, Pat McLean.
0:53.1	Glad you are joining us as we are talking about financial matters, both myself and my co-host here, Pat, we're both financial advisors, certified financial planner, chartered financial consultant.
1:02.4	We spend our weekdays helping people plan their future, and we are broadcast on the weekends being your financial advisor on the air or over your podcast or whatever
1:12.3	listening device that you choose to engage with us. Yeah, I'm glad you. It's good to be, good to be
1:20.3	part of it. Yeah, good to be back. How was your New Year? It was kind of uneventful.
1:28.1	Yeah.
1:29.3	We had a couple, actually, we had a couple friends over,
1:32.4	which with their kids and small kind of get together.
1:35.9	And I got to bed at 2 o'clock, which I never get to wait.
1:37.7	I was cleaning up afterwards.
1:39.3	And then I was a slug on January 1st,
1:42.6	and I'm still feeling guilty about that.
1:45.3	Oh.
1:46.2	Is that right?
1:46.9	You've got to let it yourself do that every once in a while.
1:49.7	I didn't work out at all that day.
1:51.4	Oh.
1:51.6	Not a good way to start the New Year for me.
1:54.0	You work out every day?
1:56.3	You do some sort of physical exercise every day.
	...

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