A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 20 April 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the show to explain how he helps clients when panic sets in. Finally, a Colorado man asks Scott and Pat whether they are worried about current price-to-earnings ratios. 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? Whether it's about
0:12.1	retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering
0:18.6	your call to join Allworth's Money Matters.
0:21.5	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:28.8	Welcome to All-Worth Money Matters. I'm Scott Hanson. I'm Pat McLean.
0:32.6	You know, I was, by the way, welcome to the program. Thank you.
0:35.6	I was listening to the... Oh, you are welcoming me. We were welcoming the listeners. welcome to the program. Thank you. I was listening to... Well, you weren't welcoming me.
0:38.4	We were welcoming the listeners.
0:39.7	I said, thank you.
0:43.2	Well, thank you.
0:44.2	I am a host.
0:45.6	Why am I thank you?
0:46.7	I was on a flight yesterday
0:50.4	and listened to a couple podcasts.
0:52.2	And I was just...
0:53.3	This program started as a radio podcasts and I just just this program started out as a radio
0:55.9	and we're still we're still broadcast in northern California on the radio but uh the podcast
1:05.2	I was listening to it's so there's it's no real open, no real clothes.
1:12.4	Just someone rambling?
1:14.6	Yeah.
1:14.9	And as I'm listening and I'm thinking, well, not just rambling, but it was, it's purposely underproduced.
1:22.6	And that's how a lot of podcasts are, right?
	...

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