Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 29 October 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why a specific group of people should consider retiring before the end of the year. A caller from Georgia wants to know whether he should invest more aggressively right now. You’ll hear guidance for an Ohio woman who wants to put a $100,000 inheritance to work. Plus, what to check on before hiring a financial advisor. 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]. 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?
0:14.2	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:20.3	like to help you by answering your call
0:22.2	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:32.2	Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for being with us.
0:37.2	Yeah, glad you are part of our program, both myself, my host, both financials, financials, with Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for being with us. Yeah.
0:37.7	Glad you are part of our program,
0:39.6	both myself, my host,
0:41.1	both financial advisors,
0:42.6	helping people throughout the week
0:43.8	broadcasting our podcast and radio program
0:46.9	on the weekends
0:48.0	with the goal of being your financial advisors
0:51.9	in the air.
0:54.6	Or in person.
0:56.5	If they want.
0:57.2	Fair enough.
0:58.4	If they want.
0:59.5	And full transparency.
1:01.3	We have an investment advisory firm with a few hundred employees and thousands of clients.
1:07.3	And so independent fiduciary advisor firm.
1:10.7	And yes, we do care about. But you can, but nonetheless, we, uh, we,
	...

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