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Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 14 August 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the reasons why Special Purpose Acquisition Companies can be ripe for fraud, and why one electric vehicle maker is now charged with defrauding investors. Scott and Pat advise a daughter, who is the executor of her parents’ trust, about how to invest $350,000 of their savings. A mother asks how future legislation could affect her son’s ability to inherit her $1 million home. Scott and Pat speak with a caller who owes the IRS $100,000 in back taxes and wants to know how to make a “compromise offer.” A retired caller asks how to invest $500,000 before the next stock market crash. Finally, a recent college graduate asks about the difference between ETFs and mutual funds. Ask a question by clicking here, or email 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?
0:25.5	Whether it's about retirement, investments, taxes, or 401Ks,
0:29.9	Scott Hansen and Pat McLean would like to help you by answering your call.
0:33.6	To join Allworth's Money Matters. Call now at 83399 Worth.
0:38.3	That's 83399 W-O-R-T-H.
0:43.3	Welcome to All-Worth Money Matters, Scott Hanson.
0:45.9	Pat McLean.
0:46.5	Glad you are joining our program.
0:48.1	This is a financial show.
0:49.0	We talk about money and retirement and savings and investments and real estate taxes,
0:56.6	insurance, mortgages.
0:58.0	Everything related to the financial planning.
1:00.4	We are financial advisors ourselves, certified financial planner, chartered financial
1:03.8	consultants.
1:04.3	That's what we do during the week.
1:05.9	We air this program on the weekends to be your financial advisors, I guess virtually. So if you've
1:12.0	got advisors you work with today, great. If you don't, regardless, we want you to consider this
1:17.1	program another source for information. And by the way, if you want a second opinion on something,
1:24.7	someone's recommending some sort of financial product to you and you're wondering if it's
1:28.1	the right thing, feel free to give us a call.
1:34.2	There are so many times we see people make these investment decisions, quote
1:38.5	unquote investment decisions, and you look at it down the road and you think, wow, I wish you would have talked to some other professionals because this was not at all normal advice.
	...

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