The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 4 December 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a moderate amount of debt. A caller from Georgia wants to know what to do with $400,000 from the sale of a business. A caller wants to know whether he should take Social Security at age 62, age 65, or age 70. Finally, a Northern California caller owns three rentals outright but has a $300,000 mortgage on her primary residence and wants advice on whether she should invest or pay off the loan.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:21.2	Whether it's about retirement, investments, taxes, or 401Ks,
0:25.5	Scott Hanson and Pat McLean would like to help you by answering your call
0:28.9	to join Allworth's Money Matters.
0:31.2	Call now at 83399 Worth.
0:33.9	That's 83399 W-O-R-T-H.
0:42.9	Welcome to All-W Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us. I'm really glad you are with us as we talk about financial matters.
0:47.0	Both myself and my co-host, we are both practicing financial advisors. We spend our weekdays
0:52.2	helping people like yourself plan their financial futures,
0:54.8	and we come here and broadcast on the weekends to be your financial advisors on the air.
1:01.0	And I think the fact that we are practicing gives us a unique perspective on the markets.
1:09.7	It's not theoretical.
1:20.7	And speaking of theoretical or practical, the new strain, the omnibum... Oh, yeah, yeah.
1:21.8	Whatever.
1:22.4	Yeah.
1:25.7	It's too early to know anything.
1:31.4	It is absolutely... The markets are all over the place with this um which is really surprising to me since after the original COVID-19 the markets did so
1:39.7	well in the subsequent 12-month period oh Oh, like everyone, I mean, I think there was a lot of hope that the vaccines were the
1:49.7	answer.
1:50.3	It's kind of clear at this point that the vaccines aren't stopping the virus.
1:53.9	They may have stopped a virus, the virus, a strain of a virus.
1:59.5	Whatever.
	...

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