When the ducks quack...

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 19 June 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them. Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner. A retiring baker asks how he should go about selling his small business. Finally, Scott and Pat advise a federal government employee, with $900,000 in a TSP, about where else she can save. 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	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,
0:25.7	Scott Hansen and Pat McLean would like to help you by answering your call
0:29.1	to join Allworth's Money Matters.
0:31.4	Call now at 83399 Worth.
0:34.1	That's 83399 W-O-R-T-H.
0:39.8	Welcome to All Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us.
0:44.6	We're going to have some fun this next hour because you are with the two financial advisors and what is more
0:50.2	enjoyable than that. Most things. Certified financial planner, charter financial consultant.
0:56.3	We help people plan their financial futures and come broadcast on the weekends in your ears to help you with your finances and help you make wise choices and all that kind of good stuff.
1:09.6	So if you'd like to be part of our program,
1:12.2	we'd love to hear from you.
1:13.1	83399 worth is our contact number.
1:17.7	83399 worth.
1:19.9	That's 833-9-9-6-7-84.
1:25.6	And let's just go right to the calls but it says this is susan
1:32.6	walker yeah all right let's try yeah would you believe it's roger roger roger's roger
1:38.8	close all right roger roger welcome to all Matters. What can we do for you?
1:45.6	Thank you. Appreciate your, you're having this open time to call in. So I've thought about calling a lot, but never did. One very quick personal question. On the website, I don't get there very often, but when I look at them, I can't tell, I don't really know who's who. I'm the guy with hair, Pat.
2:04.2	Pat has hair.
2:05.4	Yes.
2:05.6	Okay. Perfect.
	...

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