The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 30 July 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around. A Virginia man wants to know whether now is the time to pull the trigger on buying a second home. We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor. 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. You can also be on the air by emailing Scott and Pat at [email protected].

Transcript

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0:00.0	Can't get enough of Allworth's Money Matters, visit allworthfinancial.com slash radio to listen to the Money Matters podcast.
0:20.5	Welcome to Allworth's Money Matters, Scott Hanson.
0:23.4	Pat McLean, thanks for being with us.
0:25.3	That's right, both myself and my co-host here.
0:27.0	We're both practicing financial advisors.
0:30.1	I've been helping people for 30-plus years in this area
0:34.0	and I've been doing this program for 27 years and enjoy being here with you
0:40.5	and glad you are taking some time out of your day to be with us.
0:43.7	And we love taking calls answering questions regarding financial matters, anything finance
0:48.0	related.
0:48.5	And if you want to have a question for us, you'd like to have us answer your question on the air.
0:53.4	We'd love to do so.
0:54.4	The contact number to join the program's 83399 Worth. 83399 worth and we will get you on.
1:05.1	Yes. And let's let's go right to the phones. We're going to start right with the calls today.
1:10.1	Let's start off here with Beth. Beth, you're with Allworth's Money Matter to the phones. We're going to start right with the calls today. Let's start off here with Beth.
1:11.9	Beth, you're with Allworth's Money Matters.
1:14.7	Hi.
1:15.3	Hi, Beth.
1:17.7	How are you?
1:18.7	Good.
1:19.2	Thanks for joining the show.
1:20.7	What can we do for you?
	...

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