Record inflation, building long-term wealth, and converting a term life insurance policy.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 18 December 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat advise a 28-year-old California caller earning $120,000 a year and who wants to create some additional revenue streams. A 67-year-old wonders if her investment risk exposure is in line with her age and rate of savings. A married man wants advice about investing the proceeds from a home sale. Lastly, a man wants to know if he should convert his term life insurance policy.

Transcript

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0:00.0	The Would you like an opinion on a financial matter you're dealing with?
0:31.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join
0:39.5	Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:49.7	Welcome to Allworth's Money Matters. I'm Pat McLean. And I'm Scott Hanson.
0:55.2	Well, thank you. Scott is joining us remotely today. So if he sounds like he's not in the
1:00.7	studio, it's because he's not in the studio.
1:04.1	That's right. Normally I'm the one that says hi first and that sort of thing.
1:08.4	But in this strange COVID world we're in,
1:11.8	I've got cold-like symptoms. And rather than coming to the office in the studio, being in a small
1:18.3	studio environment, I thought out of abundance of caution I would record remotely. So that's what I'm doing today.
1:23.8	Well, I hope you feel better. So for... I don't feel bad. I don't feel bad. It's just... Oh, you just have some cold type symptoms. Well, I hope you feel better. So for... Oh, I don't feel bad. I don't feel bad. It's just... Oh, you just have
1:29.5	some cold type symptoms. Well, I hope that it doesn't get any worse because I know we are located in
1:35.7	Northern California and we've been waiting for snow for years and years and years. We're in the
1:40.4	foothills of the Sierra Nevada's. And we have been waiting for a big dump of snow for years and years and years.
1:47.0	And it finally happened.
1:49.7	It finally happened.
1:51.0	And I know, Scott, you love to ski.
1:53.7	And so hopefully you feel well enough to ski.
1:56.7	Yeah, well, there's other members in the family that's not necessarily their priority.
2:00.1	And coming up to Christmas, it hasn't been much of the discussion the family that's not necessarily their priority and coming up to Christmas.
2:01.1	It hasn't been much of the discussion.
2:02.4	But that's for another topic.
	...

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