A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 10 February 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren. 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?
0:09.1	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:15.2	like to help you by answering your call to join Allworth's Money Matters.
0:19.4	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:26.9	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us today
0:32.2	as we talk about financial matters, myself and my co-host here. We're both practicing financial
0:37.3	advisors and we got a great program line today. I'm myself and my co-host here. We're both practicing financial advisors.
0:38.3	And we got a great program line today.
0:41.5	I hope so.
0:42.5	Lots of calls.
0:43.6	Yeah.
0:44.0	We're going to take a few calls and talk about what's happening in the world of the markets.
0:52.0	Big shock.
0:53.7	This story. Big shock. This story.
0:57.6	I think we talked about this couple weeks ago,
0:59.5	that remote workers were losing out in promotions.
1:01.6	But now, this is a big shock,
1:03.6	remote workers are more likely to be laid off
1:05.9	than non-remote workers.
1:08.7	Imagine that.
1:11.4	Just imagine that. Imagine that. Just imagine that.
1:14.2	Imagine that.
	...

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