The so-called relief bill

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 13 March 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Money Matters, Scott and Pat discuss the potential long-term consequences of the $1.9 trillion stimulus package. Scott and Pat advise a caller on how to invest the proceeds from a maturing CD. A 32-year-old woman, who makes $90,000 a year, wants to retire early, and asks if she should prioritize investing in a 401(k) or a brokerage account. A man wants to know if he can use $100,000 from his 401(k) to buy a condo in Thailand. A new grandmother asks how she can invest for her grandkids. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com. 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?
0:19.7	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:29.9	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:55.9	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you're with us today, both myself and my co-hosts. We are both financial advisors, certified financial planner, charter financial consultant. We spend our weekdays with helping people like yourself plan their financial futures. And we broadcast our show here on the weekends to be your financial advisors on the air. Whether you're listening to us old school
1:01.8	terrestrial radio or podcast, we're glad you are participating in our program. And we've been doing
1:07.3	this show for 25 years. 25 years. Yeah. And the whole goal from the very beginning was to help people find financial peace in their
1:16.1	lives, whatever that is.
1:18.1	And it's not always the most money.
1:20.5	It's living comfortably with the money you have.
1:22.9	Well, it's not the most money because if that's your goal, there's, there's never enough.
1:29.8	Yes, I don't know. i'm not at that level where correct that's my whole point there's never there's never quite enough yes
1:36.0	right if that's that but but so if we if we can set aside that we all we all have finite resources
1:42.1	our hope and our goal is that people make good choices with
1:46.2	their finances so that they have some financial independence in their life. So work is a choice
1:51.9	and not an obligation. So they've got the flexibility in their retirement years to do things
1:57.5	that's important to them, to be able to see the grandkids and have some dignity in their life and be able to pay for their health care as they get older. And that's really
2:03.4	about, and it's not that for most people, it's not about accumulating as many dollars as quickly as
2:10.6	possible so you don't ever have to work again or serve others again. Most people, it's just being
2:15.7	at the point where they have some little more control over their
2:18.0	lives, have some more flexibility in their life.
2:20.0	And financial security.
2:20.9	And we talk about retirement, but retirement isn't for everybody, but you should plan as
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