A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 9 September 2023

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Finally, Scott and Pat help a woman looking for a new financial advisor. 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?
0:09.5	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.
0:19.5	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:27.6	Welcome to All-Worth Money Matters, Scott Hanson. I'm Pat McLean. Welcome to our program. Glad you are with us.
0:35.2	With myself, my co-host, we're both financial advisors,
0:38.2	and have been so for a few decades.
0:42.9	I'd like to do this program to help people.
0:46.1	We try to help.
0:48.1	We believe we're helping.
0:51.1	I certainly hope we're helping because it's been a big chunk of my life for the last 28 years of this program.
0:58.6	This has been a very, very disappointing pursuit.
1:04.8	Hopefully people don't get to the end of their career think those sort of things about their life.
1:08.2	Holy smoke. Did I waste all that?
1:11.7	But a bummer to go through life like that.
1:14.1	It's not a good way to look at things anyway.
1:16.1	Anyway, we're in a financial program.
1:17.4	We'll talk about financial issues and not so much about whether we've had,
1:22.6	can look back with fondness on our careers or not.
1:27.6	Anyway, we've got a great show.
1:29.1	We're going to talk about some things that are just going on in the world of finance.
1:33.8	And we'll take some calls.
1:35.0	Pat, we have not had...
	...

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