The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 May 2022

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pension after having an allergic reaction to the COVID vaccine. You’ll hear advice for a man thinking of moving equity from his homes into the bank. Finally, they help a couple decide whether there’s enough money to buy a dream home. 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?
0:12.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:18.0	like to help you by answering your call to join Allworth's Money Matters.
0:22.1	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:31.8	Welcome to All-Worth's Money Matters, Scott Hanson. Pat McClain. Glad you're with us, both myself and my
0:37.1	co-host here. We're both
0:37.9	financial advisors. We work with people like yourself, helping them make wise choices for their
0:44.2	future and come here, broadcast our show on the weekends to be your financial advisors on the air.
0:50.7	Yeah, so it's a financial show that deals with real people and real problems
0:57.4	and real situations. And so we take your calls. 83399 worth. 83399 worth. And we like taking calls
1:08.2	because I like people pretty social.
1:13.8	That's one of the reasons I got into this industry.
1:16.1	It's funny.
1:16.5	People look at the financial planning industry.
1:18.9	So we're financial planning focused.
1:22.4	Oh, financial advisors.
1:23.6	You guys just deal with the stocks.
1:26.4	You know, where's a good place to invest
1:28.3	right now?
1:28.7	That's the kind of question.
1:29.7	It's like, it's a view for many.
1:31.2	It's so much more than that, though.
	...

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