Financial advice from California to Guam

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 21 November 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe. Scott and Pat speak with a California state employee looking to save an additional $2,000 per month. A 58-year-old man asks how he should handle restricted stock options worth $300,000. Scott and Pat advise a caller on the differences between saving in a Roth and a traditional 401(k). A Cupertino caller asks if his 4.99% adjustable-rate reverse mortgage has a negotiable interest rate. Finally, a caller in Guam asks if she should refinance her existing mortgage before she moves to the states in a few years. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

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0:00.0	Answering your tough financial questions for the past 26 years, it's Allworth's Money Matters, with co-hosts Scott Hansen and Pat McLean.
0:14.4	Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement, investments, taxes, or 401ks,
0:22.0	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:27.7	Call now at 83399 Worth. That's 83399 WORTH. Welcome to All Worth's Money Matters, Scott Hanson.
0:37.4	Pat McLean.
0:38.1	Glad you are here with us today as we talk about financial matters, both myself and my co-host.
0:43.0	We are both financial advisors, certified financial planner, charter financial consultant.
0:47.6	We spend our weekdays with people like yourself helping them, or maybe we spend our week working remotely with people
0:56.3	like yourself and broadcast here on the weekends to be your financial advisors on the air.
1:02.0	But some of our offices across the United States are open.
1:06.1	We're located in California, but some of our offices are, I think the ones in California.
1:17.6	But some of our offices are, I think the ones in Dallas and Atlanta and Cincinnati is... You know, it's interesting.
1:18.6	Well, I'm not going to get into it because I don't want to talk about differences in people's
1:21.8	perspective on COVID because it's...
1:23.9	I don't want to go there.
1:24.8	Yes, I agree.
1:26.2	That is not... It's like a third rail. Yes, I agree. That is not.
1:28.6	It's like a third rail.
1:31.7	Oh, like talking about politics or religion or... I was at the gym and it came up and there was, all of a sudden it got really heated.
1:37.0	There's no COVID in the gym.
1:38.8	Well, that's what I go to.
1:40.1	You don't have to wear a mask.
	...

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