Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 10 September 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension. A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings. You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility. Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security. 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	Can't get enough of Allworth's Money Matters?
0:09.3	Visit allworthfinancial.com slash radio to listen to the Money Matters podcast.
0:19.7	Welcome to Allworth's Money Matters, Scott Hanson.
0:22.8	Pat McLean, thanks for joining us, right?
0:25.3	This time of year, kids back in school, back in college, all those other kind of things.
0:30.7	Yes.
0:31.6	For most of the country.
0:33.2	Yes.
0:33.9	And you have two in, one in high school and one in what middle school, is that what they call it?
0:40.2	Yeah, sixth grade.
0:42.1	She goes to a charter school.
0:43.3	So it's not really, it's first grade, actually kindergarten through 12, K through 12, charter school.
0:50.6	Really small classrooms, I assume?
0:52.2	A huge waiting list.
0:53.3	They just bought another building. It's interesting, we're going to get back to, but it's interesting how parents are so much
0:59.0	more involved now because there is, the way it's structured in California, like if a charter school
1:03.7	opens, it can't have any economic damage to any other existing school, which by its very nature is
1:08.5	going to. But there were so many parents that showed up for the school board meeting that I think the
1:13.6	people on the board looking like, well, if we vote no, we're going to be booted out come
1:17.6	election time.
1:19.5	Anyway, but they're back in school.
1:21.7	Yeah, she loves the school.
	...

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