Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 27 November 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat advise a teacher from New York who wants to start a business. A caller who received a $300,000 inheritance wants to know where to invest and how to make sure his children benefit. A 33-year-old caller from Virginia wants help deciding between contributing to her work sponsored 401(k) and a brokerage account. A highly organized retiree wants to know if his investments are too conservative, and how to start a non-profit. A former Marine who has spent his career as a postal worker wants to educate his grandchildren about investing and money.

Transcript

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0:00.0	The Would you like an opinion on a financial matter you're dealing with?
0:28.3	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:38.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:47.5	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:51.3	Thanks for being part of our program. We've got a special program this week in that we are running some of our best calls that we've had recently, kind of a best of show. And it's because this week was Thanksgiving and we were both on vacation and that's what we're doing. We call it we call best up. You could call it recycle.
1:12.0	Maybe so.
1:12.9	Did you, we, our producer went through and picked these out.
1:15.7	Yes.
1:16.5	Someone picked them out.
1:17.4	It's not like in the old days when we ran a Best of show and someone just picked
1:20.5	something off the shelf.
1:21.3	They're random.
1:22.4	No, we spent a considerable amount of time and when I mean we, I'm talking about Pietra, going through
1:30.0	and picking some of the very best. So these are not recycled. They're slightly used. Yes. And if you
1:36.4	find one of the callers uninteresting, just skip forward a little further and you'll find someone
1:42.2	else, I'm sure, completely interesting and
1:45.4	fascinating and you'll be glad you. So let's do it. We're going to talk with Jen in New York.
1:52.3	Hi, good afternoon. Jen, are you in New York City? I am. It's afternoon. Yeah. No, I just,
1:59.7	I'm happy New Year's year.
2:01.3	Have you been in the city the entire time in the last nine months, ten months?
2:07.1	Pretty much. Yeah.
2:09.2	I'm a New York City public school teacher.
	...

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