A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 17 February 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who is spooked by a $1 million inheritance. 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?
0:03.0	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.
0:13.0	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:20.0	Welcome to Allworth's Money Matters, Scott Hansen here. Pat McLean, thanks for joining us. 3-33-99 W-O-R-T-H.
0:23.3	Welcome to Allworths Money Matters, Scott Hanson here. Pat McLean, thanks for joining us.
0:25.0	Glad you are with us, as myself and my co-hosts.
0:27.2	You're both talking about financial matters, help you make some wise choices with your finances.
0:32.7	And our goal was to help people become financially independent, not just so that they can be
0:39.1	hedonist and self-centered the rest of their life, but so they can have more options in their
0:45.0	life, have less stress.
0:48.4	Yeah, financial security, if you will.
0:51.8	Right.
0:52.3	It's pretty tough to have security when you are struggling to figure out how to make your mortgage
0:58.8	or your rent or the grocery bill.
1:01.6	I've been there.
1:03.3	So anyway, we've got a good program.
1:05.1	We've got some calls we'll take and love to hear from you as well.
1:07.9	If you want to join us, you can always send us an email questions at money matters.com.
1:12.1	We'll get you scheduled to take on your calls.
1:15.1	And it's, uh, it, uh, this last week, Pat, I noticed, uh, Bitcoin hit 50,000 for the first time in a couple years.
1:25.8	Yes.
1:27.3	And I think in large part because there's some ETFs that have been created.
	...

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