Vetting your financial advisor
Money Matters by Allworth Financial
Allworth Financial
4.7 • 839 Ratings
🗓️ 5 June 2021
⏱️ 53 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Would you like an opinion on a financial matter you're dealing with? |
| 0:21.4 | 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. |
| 0:31.4 | Call now at 83399 Worth. That's 83399 W-O-R-T-H. |
| 0:39.4 | Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us as we talk about |
| 0:44.4 | financial matters with myself and my co-host here. We're both financial advisors, certify a financial |
| 0:49.2 | planner, charter financial consultant. We spend our weekdays meeting with people like yourself, helping them with their plan |
| 0:55.3 | their finances in the future and come here broadcast anyway on the weekends to be your |
| 1:00.3 | financial advisors on the air. |
| 1:02.2 | Our whole goal and objective with this program is to educate you. |
| 1:06.1 | So you make wiser decisions when it comes to your finances. |
| 1:09.6 | And we believe it's a worthy goal for having to have some financial independence where |
| 1:13.1 | work becomes an option and not an obligation, retirement's a possibility for those that |
| 1:18.7 | want that and actually just some little more flexibility in life. |
| 1:23.3 | And a lot of that comes down to a great deal comes down to financial disciplines. |
| 1:28.2 | Yeah, personal responsibility. |
| 1:31.0 | Do you remember how that works? |
| 1:33.1 | Personal responsibility? |
| 1:34.4 | Do I remember how it works? |
| 1:35.9 | Does the listening, well, does society remember personal responsibility? |
| 1:41.8 | No one talks about that anymore. |
| 1:43.5 | Right. |
| 1:46.6 | That's a strange time, isn't it? Everything's someone else's fault. Oh, absolutely. Absolutely. Everyone else's fault. Personal responsibility. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

