The best calls from recent programs

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 29 May 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts. Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage. 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
0:05.0	you're dealing with?
0:07.0	Whether it's about retirement? Would you like an opinion on a financial matter you're dealing with?
0:23.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would
0:29.1	like to help you by answering your call to join Allworth's Money Matters.
0:33.3	Call now at 83399 Worth.
0:36.2	That's 83399 W-O-R-T-H.
0:44.0	Welcome to All-Worth's Money Matters, Scott Hanson here.
0:47.2	Pat McLean, thanks for joining us.
0:48.8	Glad you are with us, both myself and my co-host.
0:51.3	We are both financial advisors, certified financial planner,
0:54.5	chartered financial consultant. We spend our weekdays with people like yourself, and we are
0:58.8	broadcasting on the weekend to be your financial advisor on the air. And this program is a little
1:04.8	different than other ones, and the fact that we are, we are still going to have our discussions
1:09.3	that we have with one another, but we are using
1:12.5	some of our best-of calls. So we'll be having some of those within the program.
1:17.8	Yeah, and they are the best-off. They're not just like, hey, let's just run this thing again.
1:23.5	We actually had our team go through and listen to them and make sure they're good.
1:28.0	So we try to cover a wide variety of topic on our best of calls.
1:32.5	But as you listen to these and you're thinking,
1:34.5	I'd like to ask these guys a question.
1:36.2	I think I've got something.
	...

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