meta_pixel
Tapesearch Logo
Log in
Money Matters by Allworth Financial

Regaining your confidence about retirement

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 1 August 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss methods to secure your financial future in an uncertain time.   Scott and Pat advise a Sacramento man who is considering a Roth conversion. A caller asks how he can help his parents who have a lapsed life insurance policy and are living on Social Security. A Denver caller has $3,000 per month to save and asks how he should allocate his money. Scott and Pat speak with a caller who is receiving some of his pay in restricted stock and wants to know how that compensation will impact his taxes. A caller with $1.7 million saved asks if he should lower his investment risk. Finally, a man in Northern California asks for some help with his plan to take Social Security.   Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.   Download and rate our podcast here.

Transcript

Click on a timestamp to play from that location

0:00.0

Answering your tough financial questions for the past 26 years, it's Allworth's Money Matters, with co-hosts Scott Hansen and Pat McLean.

0:16.7

Would you like an opinion on a financial matter you're dealing with, 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 Allworth's Money Matters.

0:30.0

Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:39.6

Welcome to All-W-T-H. Welcome to All Worth's Money Matters, Scott Hanson.

0:42.6

Pat McLean.

0:43.3

Glad you are here being part of our program today, both myself and my co-host here.

0:47.2

We're both practicing financial advisors and three decades of doing this.

0:52.8

And we've been doing this radio program, podcast for 25 years.

0:57.3

Not the podcast, because a podcast didn't exist 25 years ago.

1:00.3

But we have been doing some sort of call-in talk show.

1:04.8

And one of our main objectives on doing this program is to help you have more confidence with your finances, make wiser

1:11.8

choices with your investments, and have overall, being a good place financially where financials

1:19.6

is not causing you a lot of stress in your life. And you've got... It's hard not to have some

1:23.7

stress in your life right now with financials regardless of whether you're employed or

1:29.1

continuing to save or just everything around the environment kind of pushes a little bit of

1:35.5

stress it's just a weird i mean i i i mean it's this is hard we're all dealing with us in different

1:43.4

ways right oh yeah and some people's fears are different than others and some people um i mean I mean, this is hard. We're all dealing with this in different ways, right? Oh, yes.

1:44.3

And some people's fears are different than others.

1:46.8

And some people, I read an article a couple weeks back in this, the writer of this article

1:54.1

had stated that when she ever she talks to someone, she looks the other way.

1:59.2

And in order for her to do that, she won't,

2:01.1

she won't look them in the eyes. She looks the other direction to ensure that she won't be

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.