How to react to financial news, advice on dividend stocks, and guidance on a pension payout.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 23 July 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a caller whose mother doesn’t have enough in a money market for her required minimum distribution. You’ll hear Scott and Pat assist a man who is deciding whether to take out a bridge loan or HELOC. Finally, they help a caller who wonders whether a lump-sum pension payout is the correct course of action. 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. You can also be on the air by emailing Scott and Pat at [email protected].

Transcript

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0:00.0	The Can't get enough of Allworth's Money Matters?
0:30.1	Visit allworthfinancial.com slash radio to listen to the Money Matters podcast.
0:37.1	Welcome to Allworth's Money Matters, Scott Hanson,
0:40.3	Pat McLean. Glad you are joining us. This program is a financial program. We talk about
0:45.0	all kinds of things financially related, both myself and my co-host. We are both practicing
0:49.5	financial advisors, have been so for roughly 30 years. And we come here on the weekends to be your
0:56.6	financial advisors on the air talking about things and the thing about uh sometimes people say
1:06.1	how come you don't talk about what's like current market we used to year we've been doing the show
1:10.6	a long time.
1:11.3	We used to talk about kind of the news, like the latest, what the market's going to do.
1:14.9	That was 30 years ago before it was available everywhere. Well, there's that. But like, if you
1:20.0	want to get the basic news, you can get the basic news. We tend to more speak about our opinions
1:27.1	on what's going on and some of the financial news.
1:31.2	And then really it's about our behaviors in response or in lack of response to what's
1:39.0	happening in the financial news.
1:41.6	That's what's going to drive clients' behaviors.
1:44.9	Individuals, humans, yes.
1:47.3	I know what my behavior is.
1:50.4	Well, it's not always good.
1:52.6	Thank you.
1:57.8	Well, mine's not either.
1:59.2	I know, but the behaviors in my life I need to prove upon.
	...

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