Rebalancing your portfolio, questions about Social Security, and where to allocate income.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 12 November 2022

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Arizona woman who wants to know whether she should worry about her investments anymore. You’ll hear why an Ohioan with real estate holdings needs more cash. Finally, guidance for two California callers with questions about 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	Would you like an opinion on a financial matter you're dealing with?
0:08.6	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like
0:14.9	to help you by answering your call to join Allworth's Money Matters.
0:18.9	Call now at 83399 Worth.
0:21.6	That's 83399 W-O-R-T-H.
0:26.5	Welcome to All-Worth's Money Matters.
0:28.9	I'm Scott Hanson.
0:29.9	I'm Pat McLean.
0:31.3	Thanks for being part of the program as we talk about financial matters, both myself and my co-host.
0:35.9	We're both financial advisors.
0:39.3	I've been helping people for three decades helping them acquies choices with their savings and investments and design their
0:45.9	portfolio for financial independence and um i own apology to the podcast listeners and the radio listeners.
0:56.1	Last week, I said at the beginning of the show that we were going to talk about the importance of rebalancing a portfolio.
1:02.1	Right afterwards, like, oops, never got around to it.
1:06.2	I got tied up on a long conversation about someone inheriting money.
1:10.9	And anyway, we dug in.
1:12.2	So we do promise.
1:13.6	In fact, we're going to start off about talking about rebalancing the portfolio.
1:18.1	And if that doesn't want to make you listen to the rest of the show.
1:21.0	I mean, the funny thing is, look, when you're younger, 30s, maybe even 40s, you can be over-concentrated in a company, and it's not going to
1:34.4	impoverish you if things go sideways, because you have many years ahead of you, right?
1:40.2	I mean, if you owned Apple 30 years ago and you said, I'm going to sell it as soon as
	...

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