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Money Matters by Allworth Financial

Taking care of your pets and your finances

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 12 June 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss why people actually have an easier time taking advice about their pets than for themselves. Scott and Pat advise a caller who wants to know how she should handle a $2 million inheritance. A great saver asks if he should put his marginal dollars toward investing or paying down his law school debt. A government employee who saved $500,000 in a 457 plan asks if he should transfer his savings into an annuity. A caller asks how to handle an estimated $70,000 from a property sale. Finally, Scott and Pat advise a caller about what to do with a cash balance pension account. Ask a question by clicking here, or email 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?

0:25.7

Whether it's about retirement, investments, taxes, or 401Ks,

0:30.1

Scott Hanson and Pat McLean would like to help you by answering your call.

0:33.8

To join Allworth's Money Matters, call now at 833 99 worth that's 833 99 w o r t h h h h hbs welcome to all worth's money

0:44.1

matters scott mcclain thanks for being part of our program today both myself and my co-host here we're both

0:49.5

financial advisors certified financial planner charter consultant. We help people with their

0:55.7

finances make wise choices with their dollars so that they've got some financial independence

0:59.4

in their life. So the retirement is a possibility and that work is an option and not an obligation.

1:06.3

And that is the hope. So we have some. So we're trying to help people with.

1:13.1

Yeah.

1:13.6

I mean, it's a beautiful country.

1:14.8

The opportunities we have here to create whoever you want to become.

1:18.4

I mean, it's amazing.

1:19.2

That's our...

1:19.5

But we give advice.

1:20.6

They don't always take it.

1:23.9

I remember I had been in the industry, maybe three years.

1:27.0

This constant has to me.

1:28.7

I was telling me, you need to do this.

1:30.3

He's like, you're a financial advisor, not a financial dictator.

1:34.1

Obviously.

1:34.9

You can make him do it?

...

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