The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 17 December 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the fallout from the collapse of FTX. Then they are joined by Allworth’s Chief Investment Officer, to gauge the risk of a recession. A 34-year-old caller asks whether he should sell some stock at a loss for tax purposes. A Texas teacher needs help with his 403(b). Finally, words of wisdom for callers with questions about a pension, and Roth conversion. 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. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected].

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:05.0	Whether it's about retirement, investments, taxes, or 401ks,
0:09.0	Scott Hansen and Pat McLean would like to help you by answering your call
0:13.0	to join Allworth's Money Matters.
0:15.0	Call now at 83399 Worth.
0:18.0	That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson, Pat McLean.
0:26.2	Glad you are with us today as we talk about financial matters, both myself, my co-host, we are both
0:31.1	financial advisors, certified financial planner, chartered financial consultant, spend our weekdays,
0:39.0	helping people like yourself get prepared for their financial futures, chartered financial consultant, spend our weekdays, helping people like yourself,
0:44.0	get prepared for their financial futures, and we are broadcast here on the weekends.
0:49.6	We record during the week and broadcast on the weekends to help you make wiser choices with your finances.
0:51.2	Yes.
0:51.4	And that's what we do.
0:52.5	That's what we do.
0:53.6	That's why we're here. Very exciting stuff. Yeah, that's it. Everyone that's what we do. That's what we're here.
0:54.4	Very exciting stuff.
0:55.4	Yeah.
0:56.7	Everyone needs a purpose and that's ours.
0:58.9	Is that right?
0:59.5	Yeah.
1:00.1	I don't know if everyone needs.
1:01.7	I think life is better with purpose.
	...

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