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Money Matters by Allworth Financial

Where Donor Advised Funds are helping.

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7839 Ratings

🗓️ 19 December 2020

⏱️ 53 minutes

🧾️ 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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