What financial security feels like, and when to access money you don’t need right now

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 26 March 2022

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion. Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA. Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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].

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:18.0	Whether it's about retirement, investments, taxes,
0:21.1	or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join
0:26.9	Allworth's Money Matters. Call now at 83399 Worth. That's 83399 WORTH.
0:34.6	Welcome to Allworth's Money Matters, Scott Hanson.
0:38.3	Pat McLean.
0:39.7	Glad you are with this as we talked about financial matters, both myself and my co-host here,
0:44.2	are both practicing financial advisors, certified financial planner, chartered financial
0:49.5	consultant, and meet with clients like you during the week, meet with individuals like you, families like you,
0:57.1	and then broadcast on the weekends and via podcast.
1:01.6	Glad you are with us.
1:02.6	We talk about lots of things financial.
1:06.3	Money, savings, that sort of thing.
1:09.4	Yeah.
1:10.1	Money is a funny thing.
1:12.1	It is, I've had this conversation with many clients.
1:16.8	To think about money is, in today's modern society is, for most people, the retirement
1:24.2	savings is a store of labor.
1:28.3	It is how they stored their labor.
1:30.4	You've used that statement for ever since we've been working together,
1:33.3	roughly 30 years.
1:34.9	And that never,
	...

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