A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 15 March 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat guide a multi-millionaire through the decision of whether a lake house makes sense as an investment. They also help a father navigate the potential overfunding of a college savings plan. Plus, Victoria Bogner, Allworth's Head of Wealth Planning, joins the show to discuss why having the right estate plan is critical, especially for those in second marriages. She shares creative strategies to prevent unintentional disinheritance, ensure assets are properly allocated, and maximize investment potential. 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?
0:06.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:16.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to Allworth Money Matters, Scott Hanson.
0:26.5	Pat McLean, thanks for joining us. That's right. Glad you're here with us as we, with my co-host
0:31.5	here, myself, talk about financial matters and take calls and talking about some things that are going
0:36.2	on in the world of finance.
0:37.8	Yes.
0:38.2	And today's show, we're going to be joined by Victoria Bogner.
0:42.8	She's our head of wealth.
0:44.7	We'll have the importance of having the right kind of estate plan.
0:47.6	Yes.
0:48.3	Particularly for second marriages.
0:50.0	And I, there are a number of people, we have on as guests of the show.
0:57.2	And the ones I, I probably shouldn't say this, but the ones I really enjoy are Mark shown.
1:05.1	When Mark Shone comes on, I always learn something new.
1:09.0	Uh, and when Victoria comes on.
1:13.1	That doesn't mean that the rest of them are bad.
1:17.4	Well, I learned something new.
1:18.4	But internally, when people from the organization join us,
1:22.2	every time Victoria or Mark Schoen are on, I learn something new.
1:27.1	And it's like they start, it kind of fires something.
1:30.1	So you're excited to see what you're going to learn from Vicky today.
	...

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