The diversified disciplined investment strategy wins again.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 27 June 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the value of a diversified and disciplined approach to investment planning and the potential impact of various pandemic relief programs on the economy. Scott and Pat advise a collegebound caller on whether to purchase a home or wait. A woman asks about an unexpected phone bill that’s 12 years past due and how to handle a third-party debt collection agency. Scott and Pat discuss the pandemic relief programs and the latest public sentiment around organizations who’ve taken advantage of the Paycheck Protection Program. A caller wonders if it would be wise to pay off his mortgage by using his 401(k). Scott and Pat discuss the misconception of investment planning and answer a caller’s question about protecting clients’ “nest eggs” during down markets by expanding the conversation to the key elements of solid financial planning philosophy. 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	Answering your tough financial questions for the past 26 years, it's Allworth's Money Matters, with co-hosts Scott Hansen and Pat McLean.
0:10.1	This week's show was pre-recorded at an earlier date.
0:14.1	Would you like an opinion on a financial matter you're dealing with?
0:17.1	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help
0:23.4	you by answering your call to join Allworth's Money Matters. Call now at 83399 Worth. That's
0:30.1	83399 W-O-R-T-H. Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:37.9	Glad you are here with us on this fantastic weekend, I guess.
0:43.6	Yeah.
0:44.6	Does it feel fantastic.
0:45.4	How can you tell?
0:47.0	You're working from home.
0:48.7	You're on the Zoom meeting.
0:49.9	You're on the phone.
0:51.5	Take out the trash.
0:52.5	You go back to a Zoom meeting.
0:54.9	Cook dinner.
1:01.5	You watch a little bit of Wheel of Fortune, you go to bed.
1:02.2	Wheel of Fortune.
1:06.8	How many, this is, by the way, this is a financial program with myself and my co-host here, Pat,
1:10.0	we're both financial advisors, and we will talk about financial matters. But how do you think, like if you're in a pant manufacturer, you sell pants,
1:17.3	oh, skirts or whatever, right?
1:19.5	But if you're a shirt guy, you're rich.
	...

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