How the fundamentals of investing will serve you well in 2023.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 21 January 2023

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain how the basics of investing hold true regardless of what the markets do. A Colorado woman wants to know whether it makes sense to buy a place in New Zealand. Should a caller from California move some money into a Roth? Finally, Scott and Pat tackle the nuances of a financial plan with Allworth advisor Brian James. 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]. 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? Whether it's about retirement,
0:13.0	investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:19.5	To join Allworth's Money Matters.
0:21.5	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:30.4	Welcome to Allworth's Money Matters. Scott Hanson here.
0:33.0	Pat McLean, thanks for joining us.
0:34.9	Right, with myself, I'm my co-hosts, we were both financial advisors, certified financial
0:39.7	planner, charter financial consultant, spend our weekdays helping people like yourself,
0:45.1	plan their financial futures, and broadcast our program on the weekends to be your financial
0:50.5	advisor on the air.
0:51.7	So, in fact, on the air and on the podcast, but we have a new
0:56.8	affiliate joining us this weekend, which is K-F-Y-I in the Phoenix Scottsdale area of beautiful Arizona.
1:05.4	We're glad you're joining us. And if you're just new to us, we've been doing this program for
1:08.9	27 years. Yes. A long time. Long time.
1:15.1	And it is a call in talk show where people call in and ask financial questions anywhere from, you know,
1:23.0	how do I save more money in taxes, what happens to my money when I die, debt, insurance, that
1:30.2	sort of thing. So we are not here to promote products. We are not annuity salespeople or life
1:36.1	insurance salespeople like you hear on many of the programs. We are financial advisors and we're
1:40.7	here to try to make people's life a little bit more secure.
1:46.9	Yeah.
1:47.1	Or at least that they understand their financial situation better.
1:51.4	It's interesting.
	...

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.