The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 13 November 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her retirement accounts. A city employee wants to know if she should keep her universal life insurance policy. A lifelong Californian wants financial advice about moving out of state. A North Carolinian has managed to save over $600,000 while making less than $60,000 a year. Finally, a California caller with $4 million in savings, and a $100,000 yearly pension, has three children who all live in New York and want her to move there.

Transcript

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0:00.0	Would you like an opinion on a financial matter
0:05.0	you're dealing with?
0:21.9	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:29.9	To join Allworth's Money Matters, call now at 83399 Worth.
0:34.6	That's 83399 W-O-R-T-H. Welcome to All Worth Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:44.1	Glad you are joining us today as we talk about financial matters, both myself and my co-host here. We're both
0:48.7	practicing advisors. We spend our weekdays with people like yourself and broadcast on the weekends being your financial advisor on the air.
0:56.2	And so really glad you are with us today.
1:00.5	Yes. Thanks for playing along.
1:03.4	My volume.
1:04.1	There is my volume.
1:04.7	Is that better now?
1:05.6	That's better.
1:06.2	Have you ever been to a studio before?
1:07.4	I was at a concert last night.
1:08.7	That might be what my problem was.
1:10.2	Oh.
1:13.5	Okay. What kind of concert did you go to Well we're going to get to the financial matter
1:16.4	So on a site I took my 14 year old daughter
1:18.8	To the Harry Styles concert
1:20.6	He's like a crewer
1:22.8	He's a teen
	...

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