This too shall end.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 17 April 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the challenge of rebalancing your investments when the stock market has performed well. Scott and Pat advise a conservative investor who asks how to handle the proceeds of a maturing CD. A caller asks how he should take an $845,000 pension and pay down his mortgages totaling $967,000. A man with a family income of $500,000 asks if he should make a Roth conversion. Finally, a college student asks Scott and Pat if he should save money by living with his parents after graduation. 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?
0:19.1	Whether it's about retirement investments
0:21.3	taxes or 401ks Scott hanson and pat mclean would like to help you by answering your call
0:27.0	to join allworth's money matters call now at 833 99 worth that's 833 99 w o r t h sht
0:36.2	welcome to all worth's money matters i'm scott hanson i'm pat mclean glad you 99 W-O-R-T-H.
0:39.7	Welcome to Allworths Money Matters.
0:40.4	I'm Scott Hanson.
0:41.1	I'm Pat McLean.
0:45.9	Glad you are with us as we talked about financial matters, both myself and my co-host here, Pat.
0:50.6	We are both financial advisors, certify a financial planner, chartered financial consultants.
0:56.3	That just means that we are experienced and educated in the realm of financial planning,
1:00.5	and we are professionals, meaning that we've spent the last three decades in this industry,
1:05.3	working with people like yourself, and we're here broadcasting to be your financial advisors on the air or on podcast.
1:07.5	Yeah, and when we speak of the podcast, I want to thank the listeners that listen to our
1:12.6	podcast for a rating our show. Our marketing people actually pointed out to us that we have
1:21.5	almost a five-star rating, and there's been almost 500 people that have... We do have a five-star rating.
1:27.0	Is it five-stars?
1:28.0	Yes, it's amazing.
1:29.2	Well, it can't be perfect five-stars.
1:30.7	Not everyone gives...
1:31.3	It rounded up.
1:32.1	It must be 4.95 plus, I guess.
	...

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