2025 stock myths, tax hacks, crash fears, and retirement strategies.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 11 January 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding the pitfalls of short-term market predictions. They also answer listener questions about Social Security timing, managing multiple investment accounts, and navigating annuities. Plus, they delve into the emotional side of investing and share insights on effective financial planning for complex situations, including second marriages. 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?
0:04.1	Whether it's about retirement, investments, taxes, or 401ks.
0:08.5	Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:14.2	Call now at 83399 Worth.
0:16.9	That's 83399 W-O-R-T-H.
0:21.7	Welcome to All-W Worth's Money Matters.
0:23.6	Scott Hanson here.
0:24.5	Pat McLean, thank you for joining us.
0:26.5	That's right.
0:26.8	Both myself and my co-hosts, we're both financial advisors, certified financial planner,
0:30.3	chartered financial consultant.
0:32.3	And we've been spending decades helping people with their finances and do this
0:36.2	podcast and radio program to help you as well. We try. Yeah. And it's off to a new year, new start,
0:45.2	fresh start. That's right. Is that, do we do this? We do it every year over and over again.
0:51.5	What I mean? Fresh start. Change.
0:56.4	I'm going to change this year.
0:58.3	I swear.
1:00.6	I don't know.
1:01.3	I was actually driving into the studio and I was flipping around the radio stations.
1:05.3	We're recording this on Wednesday.
1:06.7	Flipping around.
1:07.6	You act like you've got a knob or something.
	...

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