Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 30 December 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum. 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. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. 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?
0:13.4	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:23.4	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:31.3	Hey, everyone, this is Scott Hanson from Allworth's Money Matters. Pat and I want to offer our best wishes for a great year ahead.
0:54.6	This is the end of the year. We are off on vacation, so you're going to hear some best-up calls. I think you'll enjoy the calls. Get some great advice from some of our listeners who call it. So enjoy and happy New Year, everyone. See you next year. Welcome to All Worth's Money Matters. I'm Scott Hansen.
0:56.4	I'm Pat McLean. Thanks for joining us.
0:59.7	Both myself and my co-host here, we're both financial advisors.
1:07.9	We like to help people with their finances, make good choices with their money, save well, invest properly, manage their taxes, plan for their assets while they're both living and...
1:14.5	At the end.
1:16.4	No one gets out of here alive.
1:18.2	Last I looked.
1:19.0	Not so far.
1:20.1	Yeah.
1:20.4	Anyway, I'd love taking your calls to join us.
1:23.7	You can join us by send us an email at Questions at Money Matters.com.
1:27.5	We'll find a time that gets you on.
1:29.3	Or you can call 83399 worth to get you on the number.
1:36.1	83399 worth.
1:38.3	And we're going to go start right off a calls here in California talking with Lee.
1:43.7	Lee, you're with Allworth's Money Matters.
1:46.4	Hi, Pat.
1:47.9	How you doing?
	...

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