Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 14 December 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases and understanding the intricacies of estate planning. Then, they address the importance of sufficient life insurance coverage to secure your family's future in unforeseen circumstances. Plus, they cover strategies for buying a new home without first selling your current one, ensuring you're not over-leveraged and prepared for market shifts. 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?
0:09.3	Whether it's about retirement, investments, taxes, or 401Ks,
0:13.6	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:19.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to All-Worth Money Matters, Scott Hanson.
0:28.9	Pat McLean. So grateful that you are with us today as we are talking about financial matters.
0:33.5	Myself and my co-host, we're both financial advisors, certified financial planner,
0:38.5	chartered financial consultant, been acting as advisors for a few decades.
0:42.5	I've been doing this program for a few decades.
0:45.1	A long time.
0:45.8	And love taking your calls, answering your questions.
0:48.5	We talk about things that are going on in the market and things that we want to talk about.
0:52.4	Yes.
0:53.3	And, wow. This political environment. in the market and things that we want to talk about. Yes.
0:55.8	Wow.
1:01.8	This political environment just, it just keeps getting there.
1:02.8	That's all I'm going to say.
1:07.9	Yeah.
1:12.2	The hypocrisy on both sides of the Iowa is just overwhelming.
1:20.9	And then, and that's all I'm going to say then. So on both sides. It's not. It'll be interesting to see, though, from an economic standpoint, and regardless of where you land politically, I think
1:26.6	most people, at least I would believe most of our listeners, believe that less government interference with business is healthy for the economy.
1:41.1	I would disagree with you.
1:44.3	Because I find myself at points in time saying less government is better until it's a
	...

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