Retirement planning when life happens

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 24 April 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss how good financial plans adapt to the ups and downs of life, and take calls about money and retirement. Scott and Pat advise a 24-year-old investor, with $30,000 saved in cryptocurrency and living with his parents, about investing for the long-term future. A mother asks how she can smooth out income from oil royalty contracts and efficiently pass savings to her children. A caller turned her $1.5 million house into a rental and asks if she should sell it before capital gains taxes rise. A man with $2.1 million in savings and a $7,600 monthly pension asks if he’s ready to retire now. Finally, a caller asks if he should place his investments in an LLC to save on taxes. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

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0:00.0	The Would you like an opinion on a financial matter you're dealing with?
0:21.6	Whether it's about retirement, investments, taxes, or 401? Would you like an opinion on a financial matter you're dealing with?
0:38.3	Whether it's about retirement, investments, taxes, or 401ks.
0:42.6	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:48.3	Call now at 83399 Worth.
0:51.0	That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters. I'm Scott Hanson.
0:58.9	I'm Pat McLean. Glad you are joining us today as we talk about financial matters, both myself and my
1:03.9	co-host here. We are both financial advisors, certified financial planner, chartered financial
1:08.4	consultant. And we've got a lot of experience helping people
1:13.1	with their finances. And we do this program to help you as well and to be your financial advisors
1:18.3	on there. We love taking your calls, answering questions that you bring to us. Frankly,
1:23.0	that's the most interesting part. It is. It is. I don't think I could do this show without that.
1:27.9	There is no way. I just can't hear myself talk that long. And I don't I don't, we don't want this
1:34.3	just a one way information dump. It's I love the real world situations that people deal with. Oh, I actually,
1:41.9	I listen to a lot of financial talk shows. Um, and most of them are. I do. Oh, I actually, I listen to a lot of financial talk shows, and most of them are...
1:46.0	Do you really?
1:46.5	I do.
1:47.6	They are hour long...
1:49.0	Do you watch CNBC as well?
1:50.7	Financial news?
1:51.5	No, but I listen when I'm working in the yard or...
1:56.0	You know...
	...

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