The heartwarming calls from 2020

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 26 December 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat look back at calls from listeners looking to give back, start new businesses, and help their families. Scott and Pat advise a single mother about saving money for her three children. A military veteran asks how he can gift a Required Minimum Distribution to his younger wife. A recent college graduate asks how he should invest $45,000. Scott and Pat speak with a charitably inclined caller who wants to know how the CARES Act affects his donations and tax deductions. A Rockland caller asks how he can help his aging parents living on $3,300 a month. Finally, a caller leaving his federal government career to start a new business asks if he should contribute to a Roth IRA. 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 Hanson and Pat McLean.
0:18.7	Would you like an opinion on a financial matter you're dealing with?
0:21.6	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:29.6	To join Allworth's Money Matters, call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:40.3	Welcome to All Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. And we are here in the studio at this very moment, but we're not in the studio live, number one. And we are recording this for a best of calls. And the reason being it's the day after Christmas.
0:56.1	And don't you think we deserve a day off?
0:58.3	Seriously.
1:00.3	Don't you think that we have labored hard enough this year already that you want us to come into the studio the day after Christmas?
1:08.0	Who wants us to come in the studio?
1:09.4	Just talking to the hypothetical.
1:10.8	Oh. So we're not in, this is a tape. Who wants us to come in the studio? Just talking to the hypothetical. Oh.
1:11.8	So we're not in,
1:13.2	this is a tape.
1:14.5	We're going to play some of our best of.
1:17.7	These are,
1:19.1	well,
1:19.8	digital.
1:20.7	It's,
1:20.8	we've recorded it somehow.
1:22.8	Well,
1:23.2	we've been doing the show,
1:24.1	by the way,
	...

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