Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 21 June 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You’ll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense of annuities. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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?
0:07.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:15.0	To join Allworth's Money Matters, call now at 83399 Worth.
0:20.0	That's 83399 W-O-R-T-H. Welcome to All-Worth's Money Matters, Scott Hanson.
0:27.3	Pat McClain, thanks for joining us. I'm glad you are tuning in hearing what we've got to talk about today. Financial
0:32.0	Matters, myself and my co-hosts are both longtime financial advisors and meeting with people for 35 helping people as we
0:42.7	make financial discussions decisions that's okay easy for you to say yeah yeah yeah anyway
0:50.0	it's an interesting time it is an interesting time. It is an interesting time.
0:56.9	The financial markets are so stink and resilient.
1:02.2	Scott, we had the gentleman speak, the economists at our conference in Dallas, what, six months?
1:08.3	Apollo Lepisco, he's going to be joining us next week.
1:10.6	Oh, it was him. Talking about tariffs. be joining us next week. Oh, it was him.
1:12.4	Talking about tariffs, we got that next week.
1:14.0	Oh, perfect.
1:14.8	Special guests.
1:15.4	Perfect, perfect.
1:16.3	Because I always, like, when I think about the markets, the markets are all volatile.
1:21.3	He, we'll talk about it next week.
1:24.2	We'll talk about it next week.
1:25.2	Anyway, that was not meant to be a teaser, but I've got a few, um, we're going to take
1:32.2	some calls as always.
1:34.1	And I was, I pulled in the Starbucks this morning and there's this nice fancy new pickup truck.
	...

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