The SPAC Boom

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 20 February 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat explain the surge of Special Purpose Acquisition Companies and how it could transfer even more wealth from the middle class to Wall Street. Scott and Pat advise a Colorado woman with 75% of her retirement savings in equities, who asks if her investments are too aggressive. A military veteran asks if she should purchase four years of service credit for $45,000. Scott and Pat speak with a caller who asks if he should pay down his mortgage balance of $50,000 early. Finally, a caller asks about the tax implications of owning qualified small business stock and restricted stock units. 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	The Can't get enough of Allworth's Money Matters, visit allworthfinancial.com slash radio to listen to the Money Matters podcast.
0:40.3	Welcome to Allworth's Money Matters. I'm Scott Hanson.
0:45.2	I'm Pat McLean. Glad you are here as we talked about financial matters, both myself and my co-host.
0:51.5	We are both financial planners, investment advisors. We spend our weekdays helping people like yourself plan their future and we are broadcast on the weekends to
0:54.8	do this program to help be your financial advisors on the air and so whether you have advisors
0:59.8	you're working with now or you enjoy listen to this because you do things on your own or you
1:04.8	want a second opinion or whatever the case may be or anyway we're glad glad you are here and
1:09.4	I'm glad I'm here.
1:19.1	On, as a result of the COVID, our office is.
1:20.1	Ghost town.
1:22.0	People worked remotely.
1:25.5	And so Scott and I tape this show.
1:29.4	So if you call in today, right now you call in, they're going to schedule a time for you to be a guest on our show. That's how it works. So we come out during the
1:34.8	week. But we have a radio and television studio in our office. Nothing fancy. And by the way, we did
1:41.3	it live for 20 plus years. Every weekend.
1:44.8	And after some point in time, it's like...
1:47.5	So we have this radio and television.
1:50.4	Like I said, nothing fancy.
1:53.6	Right?
1:53.9	It's just a room that soundproof.
1:57.7	It's the only time I ever come to the office to do the radio show.
2:00.7	And I really miss going to the office.
	...

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