The shadow inflation problem

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 16 October 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates. Scott and Pat advise a new father making $300,000 a year about saving for his child’s future. A Massachusetts caller asks how to develop a more thoughtful Roth conversion strategy for his $1.8 million in retirement savings. A federal employee with $1.2 million in a Thrift Savings Plan asks if he can afford to retire comfortably. A California caller asks if he should pay down his $115,000 mortgage balance with his 401(k). Finally, Scott and Pat advise a saver about how he should handle his multiple life insurance policies. Ask a question by calling 1-833-999-6784 or email Scott and Pat at [email protected].

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:20.0	Whether it's about retirement, investments, taxes, or 401Ks,
0:24.9	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:30.6	Call now at 83399 Worth.
0:33.3	That's 83399 W-O-R-T-H.
0:38.1	Welcome to All-Wworths Money Matters.
0:40.2	I'm Scott Hansen.
0:41.0	I'm Pat McLean.
0:41.8	Super glad you are with us today as we talk about financial matters, myself and my co-hosts sitting here next to me.
0:47.5	We're both financial advisors, certified financial planner, charter financial consultant.
0:52.5	That just means we're practicing advisors. We've
0:54.8	been doing so for three decades and been broadcasting this radio program and then
1:01.0	podcast for 25 plus years. And always good to be here with you and taking your calls,
1:08.2	answering your questions, and give you some perspective on what's happening in the world of finance and hopefully point you to the things that
1:14.9	are important. You should pay attention to and those things that are...
1:18.7	Things you should ignore.
1:20.0	Ignore. Maybe look at for interest, but don't make any investment decisions based upon that
1:24.4	information. Correct. So if you have questions about taxes or 401k's
1:28.9	IRA's life insurance, if someone's pitching you a big fat annuity or a non-traded limited
1:35.9	partnership or some greatest, latest, newest, fanciest investment that you cannot miss out on,
1:43.4	give us a call. And we'll give you a second and third
1:46.8	opinion, my opinion and Scott's opinion. Yeah. And a number to join the program,
	...

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