Risk tolerance, advice on life insurance, and why tax time should be all the time

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 6 August 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility. They give honest advice to a caller who thinks his friend should move some money from bonds to cash. A retired member of the military wants to know what kind of universal life insurance policy to buy. A Georgia woman wonders where to transfer her old HSA. And Scott and Pat explain why tax time should be all the time. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at [email protected].

Transcript

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0:00.0	Can't get enough of Allworth's Money Matters, visit Allworth Financial.com
0:18.6	slash radio to listen to the Money Matters podcast.
0:24.2	Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:28.6	Glad you are with us on our program today as we talk about financial matters. Both myself, my co-host, Pat, here.
0:34.9	We're both practicing advisors. Spend our weeks with people like
0:38.6	yourself and broadcast on the weekend being your financial advisors on the air. We cover all
0:42.7	things financial and answer questions and talk about what's happening in the markets and all
0:48.5	that kind of stuff. And it's what we do. It is what we do it is what we do
0:54.9	and if you want to join the program
0:57.3	83399 worth is the number
1:00.5	and we could schedule time for you to
1:02.3	record with us 83399 worth
1:06.4	and we're going to hop right into calls
1:08.1	we're in California. Talk with Ron.
1:11.1	Ron, you're with Allworth Money Matters.
1:13.3	Hi, gentlemen.
1:14.1	Thank you very much for taking my call.
1:17.8	I'm 76, and my wife and I are both retired.
1:22.3	At the beginning of the year, we had approximately $1.5 million in our IRA, which consists of the traditional IRA
1:31.0	and Roth. We have a retirement account of income of about $4,000 a month. Social Security of
1:42.5	about $3,500 a month between us.
1:45.7	We own five homes that are paid for.
	...

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