A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 27 April 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. Finally, Scott and Pat discuss the connection between volatile leaders and company stock prices. 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?
0:06.4	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would
0:12.4	like to help you by answering your call to join Allworth's Money Matters.
0:16.7	Call now at 83399 Worth.
0:19.5	That's 83399 W-W-O-R-T-H.
0:25.3	Welcome to All Worth's Money Matters, Scott Hanson.
0:27.9	Pat McLean, thanks for joining us.
0:29.6	Yeah, glad you're with us.
0:30.4	We're talking about financial matters, both myself and my co-host here.
0:33.6	We're both financial advisors and broadcast our program.
0:37.8	Released it on the weekends to be your financial advisors on the air or podcast or whatever
0:43.2	you call it these days.
0:43.9	Just a second opinion or third opinion or fourth opinion, whatever, an opinion.
0:50.0	We have plenty of opinions.
0:51.5	I certainly do. Yeah. And sometimes I moderate them, wondering if there's two times.
0:57.8	Don't you tip all the time?
0:59.9	Moderate my opinion.
1:00.5	At least you speak in your opinion.
1:03.3	Yes, but then I always want to test the other side of the opinion.
1:08.4	What do you mean?
1:09.4	Like if I'd say something and like, am I missing something? like am i missing something like i was telling my i was
1:13.2	telling my my uh son uh he's he wants to go into business himself and he's looking at these small
	...

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