What is your investment strategy?

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 9 May 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. They also talk about an SEC rule that could open the door for a new type of scam. Scott and Pat advise a caller who sold $100,000 of technology stocks during the stock market dip and repurchased the shares a few days later. A single mother asks if she should use her home equity to pay for her children’s education. A caller, with $1.6 million saved, is concerned that Social Security will not be around for his retirement. Finally, Scott and Pat speak with a man who asks what he should look for in a financial advisor. 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.
0:12.1	Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement, investments, taxes, or 401ks.
0:19.7	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:25.4	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:33.4	Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:37.6	Glad you are with us this day as we talk about financial matters, both myself and my co-host.
0:42.1	We are both financial advisors, certified financial planner, charter financial consultant.
0:46.8	We spend our weekdays. We used to spend our weekdays.
0:50.8	We're doing Zoom calls with people like yourself throughout the week
0:54.2	and come here on the weekends to be your financial advisors on the air.
0:58.5	Technically we record ahead of time,
1:00.1	but this is a broadcast on Saturday the day before Mother's Day.
1:05.2	Yes.
1:06.9	Which I will show social distance with my mother on Mother's Day.
1:12.1	She will actually come over to the backyard and we'll keep about six feet apart.
1:16.4	Yeah.
1:17.0	Well, I don't know what we're doing for Mother's Day.
1:20.3	Anyway, that's irrelevant.
1:22.4	You guys, nobody cares what I'm doing for Mother's Day.
1:24.9	That's right.
1:25.4	But I tell you, here's, it's it.
1:27.9	It is amazing to see the resiliency of the stock market.
	...

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