Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 19 July 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than following the crowd. They tackle one investor’s dilemma about using Securities-Backed Line of Credit for buying a home at 66, explore the surprising benefits of reverse mortgage purchases, and help a woman from Florida navigate the financial maze of buying property with her fiancé. They also talk to financial expert, Victoria Bogner, who shares a masterclass in business sale strategy. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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 [email protected]. 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? Whether it's about retirement,
0:05.6	investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:11.7	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:21.0	Welcome to Allworth's Money Matters, Scott Hanson here.
0:23.9	Pat McLean, thanks for joining us.
0:25.9	We're going to talk about financial matters, answer some questions from you, talk about some good financial planning stuff.
0:34.2	That's our hope.
0:36.7	You be the judge. Our objective, by the way, our objective with this program is to help you, to help educate you in matters that are of important importance in your life, your specific life, so that you can make wise decisions of what you think is best for you and your family.
0:58.8	You, you, and we're all different.
1:02.6	We have different hopes and goals.
1:05.6	We have different objectives in life.
1:08.0	We have different risk tolerances.
1:10.2	We have different design. I think we're all
1:12.2	unique. And no two financial lives are the same either. So they're all unique. And so part of it
1:21.1	is helping you come up with what's going to be best for you and what you're trying to accomplish
1:26.0	in your life. Quite frankly, it's to try to, I mean, it's a successful show if some of the biases that
1:36.9	you hold about investing are actually shaved or slightly changed as a result of this program about investing in tax planning.
1:47.3	I hope so.
1:48.0	Yeah, because we all walk into these investments with biases.
1:51.5	Absolutely.
1:53.0	Right?
1:53.7	And if you're spending time on Twitter or X or whatever it is, those algorithm are going to
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