Retirement planning for couples
Money Matters by Allworth Financial
Allworth Financial
4.7 • 839 Ratings
🗓️ 8 August 2020
⏱️ 60 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
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. |
| 0:15.0 | Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement, investments, taxes, or 401k's, |
| 0:22.6 | Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters. |
| 0:28.3 | Call now at 83399 Worth. That's 83399 W-O-R-T-H. |
| 0:37.7 | Welcome to All-W Worth's Money Matters. |
| 0:39.8 | I'm Scott Hanson. |
| 0:40.9 | I'm Pat McLean. |
| 0:41.7 | Glad you are with us as we talk about financial matters. |
| 0:44.2 | Both myself and my co-host here, we're both financial advisors, |
| 0:48.2 | helping people, primarily helping people transition from the workplace to retirement. |
| 0:53.0 | But that's actually helping them get ready for |
| 0:55.8 | the point when their work becomes an option and not an obligation. And then for those that |
| 1:00.5 | want to transition to retirement, we help them do that. And this program is designed to help |
| 1:06.8 | you take your calls, answer your questions, and talk about things going on in the financial |
| 1:11.5 | world so you make wise choices. And it's a, if you're within a few years of retirement, |
| 1:16.4 | and we don't really need to talk about what's going on in the world, but there was a recent |
| 1:21.9 | study that came out from Ken Dykewalt and Bob Morrison, who had, um, age wave, age wave, which is a firm that |
| 1:31.5 | we're very familiar with. It helps us kind of understand the demographics of the average retiree |
| 1:36.8 | and what they're thinking of, but I'm probably the same age as a lot of average retirees, |
| 1:42.6 | um, or soon to be retirees. |
| 1:45.1 | You're a little young for 50. |
| 1:46.7 | Yeah, of course you're young for retirement. |
... |
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.

