meta_pixel
Tapesearch Logo
Log in
Money Matters by Allworth Financial

The allure of a risk-free retirement

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 3 April 2021

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.” Scott and Pat advise a caller with $3 million in his 401(k) who asks if he needs to make his investments more conservative. A mother asks how her son should handle Restricted Stock Units. A caller asks if he’s on the hook for capital gains taxes after selling a condo that previously belonged to his 103-year-old mom. Finally, Scott and Pat speak with an Air Force veteran who wants to know if he should buy another rental property with the $500,000 he has in the bank.  Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Transcript

Click on a timestamp to play from that location

0:00.0

Would you like an opinion on a financial matter you're dealing with?

0:19.1

Whether it's about retirement, investments, taxes, or hanson and pat mclean would like to help you by answering your

0:26.7

call to join all worth's money matters call now at 833 99 worth that's 833 99 w o r t h hush welcome to

0:37.3

all worth's money matters i'm scott hanson i'm pat mclean thanks for joining us 99 W-O-R-T-H. Welcome to All Worth Money Matters.

0:38.7

I'm Scott Hanson.

0:39.6

I'm Pat McLean.

0:40.3

Thanks for joining us.

0:41.6

That's right, both myself and my co-host here.

0:43.7

We're both financial advisors, certified financial planner, charter financial consultant,

0:48.9

spend our weekdays meeting with people like yourself and broadcast this program on the weekend.

0:54.8

So whether or not you've got a financial advisor you work with or you get your information on your own,

1:00.1

or glad you are part of our program here.

1:02.2

And if you want to be a caller, we'd love to take any question.

1:05.4

You've got 83399 worth is the number 83399 worth.

1:13.4

And what we try to do is provide financial peace in people's lives.

1:17.7

We like it when people get to retirement and aren't stressed about that the idea of retiring

1:26.0

and where money is going to come from.

1:28.1

Yes, retirement age, whether or not they choose to fully retire or not.

1:31.5

That's to being in a point in life, a position so work is an option and not an obligation,

1:37.5

where you've got the financial security so that you can work on your terms.

1:42.7

You can decide.

1:43.9

If you want to work, not want to work.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.