Financial resolutions for the New Year, debt management, and Indexed Universal Life

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 1 January 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.

Transcript

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0:00.0	The Would you like an opinion on a financial matter you're dealing with?
0:29.1	Whether it's about retirement, investments, taxes, or 401ks,
0:33.4	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:39.1	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:47.4	Welcome to Allworth's Money Matters. I'm Scott Hanson.
0:50.2	I'm Pat McLean. Thanks for joining us.
0:52.0	Yeah, happy New Year, everybody everybody as we kick off 2022.
0:58.0	Yes. An honor to believe. But here we are. And I hope everyone had a great New Year's and holiday time and Christmas and all that other good stuff. And anyway, we're here to talk about financial matters. Of course, we'll take your calls as typical,
1:11.1	but we also want to talk a little bit about some things to think about as we approach the brand new year.
1:17.0	Yeah.
1:17.1	Because it's always a good time to just.
1:19.1	Are you much of a New Year's resolution guy?
1:22.0	No.
1:23.2	Are you?
1:24.7	No.
1:26.0	I have, I might make some goal, nothing like major.
1:31.3	Yeah.
1:32.0	I used to when I was younger and much more motivated.
1:36.6	Before I became, I didn't know what you mean.
1:39.0	Before it became old and cynical, I was, when I thought I could change the world,
1:43.5	I would make New Year's resolutions
1:44.8	for myself but now I realize I can't not only change the world I can barely change myself
	...

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