2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 16 December 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should finally combine finances with his wife. Finally, you’ll hear why Scott and Pat think a California caller should cash out her annuity. 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?
0:13.5	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:23.6	Call now at 83399 Worth. That's 83399 WRTH.
0:30.2	Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean.
0:33.6	Thank you. You are taking part of our program today. Myself and my co-host, both financial advisors,
0:40.4	certified financial planner, charter financial consultant.
0:44.1	We work with people throughout the week as financial advisors,
0:46.4	leading financial advisory teams,
0:50.3	and then broadcast this program on the weekends.
0:51.4	That is correct.
0:52.6	That is what we do.
0:55.0	Both terrestrial radio as well as our podcast listeners.
0:58.0	Many, many more on the podcast.
0:58.5	Yeah.
0:59.6	Than terrestrial.
1:02.6	So that's the way of the world.
1:03.9	It's where it's going.
1:06.0	In fact, my children were making fun.
1:07.9	I subscribed to Sirius XM.
1:15.7	And my kids were in the car recently, my adult children, and they're like, what is Sirius,
1:17.7	oh, the old, um, satellite.
1:18.1	Yeah.
	...

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