Lack of opportunity and disposable income

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 23 January 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss one of their favorite tax-savvy investment strategies and the key factors driving this bull market. Scott and Pat advise an investor who wants to track his tax obligations on Roth conversions. A Seattle man asks how he can encourage his 61-year-old sister to start saving for retirement. A mother wants to know if her daughter, a student in medical school who overestimated how much she would need for tuition, should return approximately $17,000 that she overborrowed. Scott and Pat speak with a public employee in Illinois who asks how he should consolidate a 457-plan worth $180,000, and an IRA worth $30,000. 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,
0:04.2	it's Allworth's Money Matters, visit allworthfinancial.com
0:30.4	slash radio to listen to the Money Matters podcast.
0:37.3	Welcome to Allworth's Money Matters. I'm Scott Hanson.
0:40.5	I'm Pat McLean. Thanks for joining us.
0:42.3	I'm glad you are here as we are participating in our radio program, podcast talking about financial markets.
0:48.9	Myself and my co-host here, we are both practicing financial advisors.
0:53.1	We spend our money through Friday meeting with
0:55.3	people like yourself and we broadcast this program on the weekends. Hopefully be your financial
1:00.5	advisors on the year. Or on your listening device. Whatever that may be. Whatever, whatever air
1:08.8	means anyway, but I don't quite understand
1:11.9	how it all works.
1:13.1	It's all right.
1:14.0	We're kind of a numbers guy,
1:15.9	finance people.
1:17.0	Yeah.
1:17.2	So obviously a lot to talk about
1:19.3	this week.
1:21.5	I don't think the market,
1:22.8	I don't think the markets
1:23.6	go down anymore.
1:25.5	It's,
	...

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