A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 24 February 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two inherited IRAs. A world traveler asks how to break the news to his father that he wants to invest in indexes instead of real estate. Finally, Allworth’s Brian James joins the podcast with real world examples of hidden opportunities that proper financial planning presents. 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

Click on a timestamp to play from that location

0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:09.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:15.1	like to help you by answering your call to join Allworth's Money Matters.
0:19.3	Call now at 83399 Worth.'s 833 99 w o r t h h h hush welcome to all worth's money
0:28.1	matters scott hansson pat mclean glad you are here with this we're talking about financial matters both
0:34.1	myself and my co-hosts were both financial advisors certified financial planner
0:38.1	chartered financial consultant essentially we've been doing this stuff a long time yes doing this program
0:42.6	a long time 30 years 20 uh almost 29 years oh right because right before my daughter was born
0:50.9	my oldest daughter is now yes Yes. Hard to believe.
0:55.0	20, 28 years old.
0:56.7	Yes.
0:57.1	My oldest is buying a home.
0:59.8	Mine just did.
1:00.6	Oh, she did.
1:01.2	Congrats.
1:01.8	Maybe.
1:02.8	I don't know.
1:03.6	What do you mean?
1:04.4	It's scary.
1:06.9	Well, not for me.
1:09.0	It's just part of growing up.
1:11.4	Yeah. It's funny. of growing up. Yeah.
	...

Transcript will be available on the free plan in -354 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.