Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
Money Matters by Allworth Financial
Allworth Financial
4.7 • 839 Ratings
🗓️ 28 February 2026
⏱️ 55 minutes
🧾️ Download transcript
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| 0:00.0 | Would you like an opinion on a financial matter you're dealing with? |
| 0:08.9 | Whether it's about retirement, investments, taxes, or 401Ks, |
| 0:13.2 | Scott Hansen and Pat McLean would like to help you by answering your call |
| 0:16.6 | to join Allworth's Money Matters. |
| 0:19.0 | Call now at 83399 Worth.'s 833 99 w o r t h h h hugh welcome to all worth's money |
| 0:27.6 | matter scott hanson pat mcclain thanks for joining us yeah because we are setting about financial issues |
| 0:33.4 | talking about what else it's mostly fine it's not you know what it's not even finance it's |
| 0:42.0 | funny because like we're in the what do you want to call our business right now the latest |
| 0:47.2 | term is wealth management right we've been doing this long enough we were financial advisors |
| 0:51.0 | we're investment brokers financial advisors advisors, financial planners, wealth |
| 0:56.2 | management is the latest term. And those are only the good terms people use for us. |
| 1:01.6 | And for our industry. But I think from the from the outsider, it's like, oh, you guys just |
| 1:07.9 | your investment guys, right? What do you like find the best investments, pick investments. That's the question you get. What should I buy? Yeah. Or you just try |
| 1:17.3 | to save money on tax or whatever. But it's so much deeper than that because money is an interesting |
| 1:22.7 | tool. Jesus warned that the love of money is the root of all kinds of evils, right? |
| 1:29.1 | So if, like, that's your number one pursuit, it's probably going to lead to a lot of problems |
| 1:34.8 | in your life. |
| 1:35.4 | You're going to ignore everything else. |
| 1:36.7 | And the fact is, whoever loves money, never has money enough, right? |
| 1:40.7 | There's never, if that's your quest. |
| 1:43.3 | So there's just a strange balance where you've |
| 1:45.1 | got, all right, I don't want to be greedy and I don't want to have money be my God, but you can't |
... |
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