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Allworth Financial‘s Money Matters

The most entertaining and informative calls of 2022.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 24 December 2022

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this special edition of Money Matters, Scott and Pat revisit some of the most entertaining calls of 2022, starting with a Seattle woman who called on her birthday and wanted to know how to fold rental property into her retirement plan. Plus, they help two callers who wanted to know whether they should pay off their mortgages. Finally, a father and daughter hop on the phone to get some expert advice.   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?

0:13.0

Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.

0:23.2

Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:32.2

Welcome to All-Worth's Money Matters, Scott Hanson.

0:34.6

Pat McLean, thanks for being with us. That's right. This program is being broadcast on Christmas Eve.

0:41.1

So rather than doing a normal program, we decided that we were going to run a best of.

0:45.5

And we recorded this a couple days in advance of Christmas Eve.

0:48.8

Yes.

0:49.2

So here's some of our best of calls, which I think will be quite entertaining.

0:53.0

Yeah.

0:53.1

And what are you doing for Christmas Eve and Christmas?

0:58.0

Christmas, the kids will all be home.

0:59.6

I've got two still in the house and two older ones that are out, and they'll both be home.

1:04.0

And Christmas Eve, we are all going to a 49ers game.

1:08.8

On Christmas Eve.

1:09.7

On Christmas Eve.

1:11.1

It's my first time being to a pro football game.

1:17.1

I'm shocked.

1:18.6

That I haven't been to one?

1:19.6

No, no, no.

1:20.4

I 100% understand why you haven't been to one because I've known you for a long time.

1:27.5

I'll watch football if it's on, but I don't seek it out.

...

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