Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 7 January 2023

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then they help a Louisiana woman decide how much umbrella insurance she needs. You’ll hear whether they approve of an annuity a California man is invested in. Finally, help for a Colorado caller who wants to know where he should invest the proceeds from the sale of his home. 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?
0:10.0	Whether it's about retirement, investments, taxes, or 401ks,
0:14.0	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:20.1	Call now at 83399 Worth.
0:22.8	That's 83399 W-O-R-T-H.
0:27.6	Welcome to Allworth's Money Matters.
0:29.4	I'm Scott Hanson.
0:30.1	I'm Pat McLean.
0:30.8	Thanks for joining us.
0:32.2	Yep.
0:32.6	Glad you're with us as we are getting into the January mode here and kicking things off.
0:38.8	Yes, a new year.
0:39.7	Happy New year.
0:40.4	All that kind of stuff.
0:41.1	A new start, maybe.
0:42.8	Maybe, well, that's what we all hope.
0:45.2	It is a new start, I suppose, of some sorts.
0:47.3	I guess every day is a new start.
0:48.9	Of course.
0:50.0	Anyway, we've got a ton to talk about today because it's been, there's just a lot of news in the financial markets.
0:56.8	A ton.
0:57.6	A ton.
	...

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