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

4.9 • 782 Ratings

🗓️ 27 January 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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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