The future of Social Security, Roth conversions, and managing money during a job change.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 11 February 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the uncertainty over the future of Social Security. A Pennsylvania man with half of his net worth tied up in Berkshire Hathaway stock wants to know whether he should do a Roth conversion. A caller from Michigan asks whether he should start contributing to his company’s Roth 401(k). Finally, Allworth partner advisor Mark Shone joins the show to tackle ways to manage your money if you were to lose your job. 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]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:10.2	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:16.3	like to help you by answering your call to join Allworth's Money Matters.
0:20.5	Call now at 83399 worth that's
0:23.5	833 99 w o r t h h h hush welcome to all worth money matters i'm scott hanson i'm pat mclean
0:32.1	glad you are taking time out of your life be with us us. Hopefully it's a useful time.
0:38.5	We do our best to make sure you'll learn something about your finances that can maybe help you.
0:43.7	That's our hope.
0:44.7	It is our hope.
0:45.4	That's why I've been doing this for 28 years.
0:48.5	On the air.
0:49.8	Yes.
0:50.7	Yeah.
0:51.0	Podcast now.
0:52.7	We're still on the air, but a lot more podcast listeners than terrestrial radio.
0:58.9	Yeah.
0:59.8	Terrestrial radio is dying, by the way.
1:02.6	As is an AM radio.
1:04.6	It's not even included anymore.
1:07.0	Yeah.
1:07.9	I had read an article about because of the of electric vehicles, just because of how the
1:14.6	AM signal, I'm not a radio technologist in any way, shape, or form, but on many
	...

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