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Allworth Financial‘s Money Matters

A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 27 January 2024

⏱️ 46 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, Scott and Pat advise a Minnesota doctor who has an extra $85,000 to invest each year.   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?

0:13.5

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

0:22.0

Allworth's Money Matters. Call now at 83399 Worth. That's 83399 WR-T-H.

0:31.4

Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean. Thanks for being part of our program.

0:36.5

Actually, you are part of our program because this isn't just a podcast with a couple

0:41.0

guys sitting sharing our own opinions because we have callers.

0:45.7

And then we share our opinions to the callers.

0:49.0

Sometimes they ask our opinions too.

0:51.4

That is why they're calling.

0:52.6

That's right.

0:52.8

That's right.

0:54.2

Our biased opinion. Biased opinion. That's right. Our biased opinion.

0:55.2

Biased opinion.

0:56.0

With our biases.

0:57.1

Yeah.

0:58.4

Yeah.

0:58.8

I was always confused by the word unbiased opinion.

1:03.4

By its very nature.

1:04.3

Well, you want an opinion in your best interest, right?

1:06.7

If I'm getting an opinion on anything, whether it's medical, I don't care what it is,

1:11.9

I went, my hope is that it's going to be in my best interest, the best possible opinion I

1:18.2

can have.

...

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