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Allworth Financial‘s Money Matters

Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 20 January 2024

⏱️ 52 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her risk tolerance with her husband’s. A Maryland caller wants to know whether she should pay off the mortgage on her second home. Finally, an Indiana father seeks guidance on how best to contribute to a 529 plan.   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?

0:10.9

Whether it's about retirement, investments, taxes, or 401ks,

0:15.2

Scott Hanson and Pat McLean would like to help you by answering your call.

0:18.9

To join Allworth's Money's money matters call now at

0:21.6

eight three three ninety nine worth that's eight three ninety nine w o r t h h s welcome to all worth's money

0:32.6

matters i'm scott hanson i'm pat mclean super to be with everybody as we talk about financial matters, myself and my co-host here.

0:39.8

We're both financial advisors, certified financial planner, chartered financial consultant.

0:44.9

And we'd like to broadcast this program, take calls, help people make better choices with their finances.

0:52.9

Visit with people.

0:55.1

Visit with people. Visit with people.

0:56.3

Find out what's going on.

0:58.3

I was talking the other day about the markets.

1:01.0

Someone was asking me about the market cycles.

1:03.0

I said, you know, the nice thing about being in this industry after a long period of time,

1:07.7

you've lived through all these different cycles.

1:10.2

The dot com, both run up and blow up.

1:14.4

Financial crisis both run up and blow up.

1:18.9

And in some ways it's quite helpful because you just get a different perspective on things.

1:24.4

This two shall pass.

1:26.6

This two shall pass. Yeah. Except for scams that continue

1:32.6

to run their course year after year after year after year, which... Are you thinking of a

1:38.1

latest scam or something like that? I've just been listening to Hidden Brain, a lot of Hidden Brain,

...

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