The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 25 November 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to know whether he can afford to self-insure his long-term care. Plus, Allworth advisor Steve Hruby joins the show, to discuss the danger of investment products. 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 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?
0:05.0	Whether it's about retirement, investments, taxes, or 401Ks,
0:09.4	Scott Hansen and Pat McLean would like to help you by answering your call
0:12.8	to join Allworth's Money Matters.
0:15.1	Call now at 83399 Worth.
0:17.8	That's 83399 W-O-R-T-H.
0:22.4	Hey, everyone. This is Scott Hanson with Allworth's Money Matters. You're hearing one of our best
0:27.1	of shows on this Thanksgiving weekend, and hope everyone's having a fantastic Thanksgiving
0:30.6	weekend. But Pat and I did want to offer our best wishes to you and your family. And look,
0:35.8	if you think this podcast is good, share it with someone who
0:38.2	you think it would also benefit with advice here. And when you're finished listening, please give
0:42.2	us a review. We always appreciate it. Enjoy the rest of your weekend. Welcome to Allworth's Money Matters,
0:48.2	Scott Hanson, Pat McLean. Glad you're taking part of the program today. Myself and my co-host,
0:53.2	both financial advisors, certified financial planner, charter financial consultant.
0:59.3	And we work with people.
1:00.9	Long-time advisors.
1:02.3	We work with people just like yourself.
1:03.9	We've seen almost everything.
1:05.7	Every once in a while someone calls with a situation that we've yet to encounter.
1:10.1	But it's pretty rare. Yeah, I've seen a lot. Yeah, we've yet to encounter. But it's pretty rare.
1:12.4	Yeah, I've seen a lot.
1:13.8	Yeah, we've seen a lot.
	...

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