Money markets, mortgages, marriage and more!

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 30 April 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then they provide guidance for a woman arguing with her husband over $215,000 that’s sitting in a money market. Plus, you’ll get a lesson on the donor-advised fund. Finally, help for a woman who wants to contribute to a Roth IRA but doesn’t have enough money. 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

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:19.0	Whether it's about retirement, investments, taxes, or 401ks,
0:24.0	Scott Hanson and Pat McLean would like to help you by answering your call.
0:27.7	To join Allworth's Money Matters, call now at 83399 Worth.
0:32.5	That's 83399 W-O-R-T-H.
0:37.3	Welcome to All-Worth Money Matters, Scott Hanson.
0:40.4	Pat McLean, thanks for joining us.
0:42.3	I'm glad you are here with us as we talk about financial matters, both myself and my co-host here.
0:46.9	We are both financial planners, financial advisors, certified financial planner, chartered
0:52.6	financial consultant.
0:53.6	We spend our weekdays meeting
0:56.1	with people like yourself helping them plan their future, and we are on the broadcast on the weekends,
1:03.0	either podcast or terrestrial, to be your financial advisors on the air. Glad you are with us.
1:07.6	Yeah, so thanks for tuning in. We take calls and answer people's questions about their money.
1:13.8	And if you'd like to join the show, it's 83399 worth.
1:18.1	That's 833-999-8-999-6-784.
1:23.8	And we're going to jump right to the calls since John has been holding a little bit.
1:28.2	John, thanks for joining us.
1:31.0	Thanks, guys.
1:32.1	Scott and Pat.
1:32.9	Thanks for taking the call.
1:33.8	Yeah.
	...

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