Today’s fear affects your long-term goals

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 11 April 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help you navigate the emotional roller coaster of today’s markets and avoid the potential mistakes that could wreck your retirement plans. Scott and Pat advise a risk-averse caller, who reduced his stock and bond exposure, and wondering if his investments are allocated correctly. A 45-year-old caller, with $800,000 saved, cashed out his 401(k) in February and asks how he should get back in the market. Finally, a man who owes $260,000 on his mortgage asks if he should refinance his loan. 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	Answering your tough financial questions for the past 26 years, it's Allworth's Money Matters, with co-hosts Scott Hansen and Pat McLean.
0:16.8	Would you like an opinion on a financial matter you're dealing with, 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.
0:29.6	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:36.6	Welcome to All-Worth's Money Matters. 333 99 W-O-R-T-H.
0:41.5	Welcome to All Worth's Money Matters.
0:42.4	I'm Scott Hanson.
0:43.3	And I'm Pat McLean.
0:45.8	Thank you for joining us on this Easter weekend.
0:48.8	And I hope Evan's having a great week.
0:55.9	It feels like there's been some positive news and lots of parts of medical side of things.
0:59.7	Like some of the estimates aren't quite as bad.
1:02.3	The financial markets had a good, great week.
1:03.2	Crazy.
1:04.0	Crazy.
1:06.3	Hopefully people are feeling a little bit better.
1:08.0	We have, uh, I'm feeling better. We're expanding it for over Easter.
1:10.2	We're expanding our cohort group to celebrate Easter Sunday with some of our neighbors.
1:15.5	So this is a big step.
1:16.4	How are you doing that?
1:17.5	We're going to their house for dinner.
1:21.0	In their house?
1:22.1	Yes.
	...

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