This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 25 December 2021

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high. A Sacramento caller wants to know if he can afford to retire and move to Thailand. Finally, a police officer wants to know if the windfall elimination provision will impact his Social Security.

Transcript

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0:00.0	I'm
0:02.0	M.
0:03.0	I'm
0:05.0	M.
0:06.0	.
0:07.0	I'm
0:09.0	. I'm going to be. I'm going to I'm going to
0:21.6	I'm
0:22.6	I'm
0:23.6	I'm
0:25.6	I'm
0:26.6	I'm
0:27.6	I'm
0:28.6	I'm Would you like an opinion on a financial matter you're dealing with?
0:48.9	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
1:08.4	Welcome to Allworth's Money Matters, Scott Hanson.
1:11.2	Pat McLean.
1:13.9	Doing a best of recording today with some of our best calls we had for 2022, given it's
1:21.0	Christmas time.
1:22.0	And so I hope you enjoy some of these calls because these are some of the best ones.
1:26.1	And hopefully they're entertaining and you'll learn something by it And by the way, Scott, it's 20, 21. You're a little bit
1:32.6	ahead of yourself. Okay. Well, there we go. You're a planner, though. You're always looking into the
	...

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