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Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 19 December 2020

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the promising ways that charitable giving changed in 2020. Scott and Pat advise a caller concerned about means testing who wants to know when he should collect Social Security. A Utah man with $340,000 saved from a home sale asks if he should use the money to pay down the mortgage on another new home. A mother with $2 million in a 401(k) asks how she can create a tax-efficient inheritance for her daughter. Scott and Pat advise a South Carolina man about buying a second rental property. Finally, a caller asks how she can help her daughter save $12,000. 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 Hanson and Pat McLean.
0:18.7	Would you like an opinion on a financial matter you're dealing with?
0:21.8	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:27.9	like to help you by answering your call to join Allworth's Money Matters.
0:31.9	Call now at 83399 Worth.
0:34.9	That's 83399 W-O-R-T-H.
0:40.3	Welcome to All Worth's Money Matters, Scott Hanson.
0:43.1	Pat McLean.
0:43.8	Glad you are here with us as we talked about financial matters, and we are just a few days away from Christmas.
0:52.5	Yes.
0:53.4	I don't know why that has to do with this program other than the fact.
0:56.6	It does occur every year right around this time, Christmas and the program.
1:03.0	Yes.
1:03.4	My wife was telling me the history of the date in the first century they start celebrating around
1:09.9	Christmas time to be near the winter solstice.
1:11.8	The winter solstice for the pagans to have the pagans except Christianity better, so they took a lot of
1:19.3	the pagan holidays, and that's how they...
1:21.9	Where's Santa come from?
1:23.2	I'm just kidding.
1:23.9	I don't actually know where Santa.
1:25.4	It's not a program.
1:26.0	And the reason I know that is I've been a practicing Catholic for years and years.
	...

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