Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 23 March 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much cash in it. Finally, Scott and Pat explain the advantages of wash sales, and help a caller decide whether to invest in bond funds. 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?
0:05.7	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would
0:11.7	like to help you by answering your call to join Allworth's Money Matters.
0:16.0	Call now at 83399 Worth.
0:18.8	That's 83399 W-O-R-T-H.
0:22.9	Welcome to Allworth Money Matters, Scott Hanson.
0:25.8	Pat McLean. Glad you are part of our program. We are both financial advisors, have been advisors for three-plus decades.
0:33.7	We have worked with thousands of, well, hundreds on a personal basis and thousands over the,
0:40.8	some advice that we give over the radio.
0:43.0	And it's a disclaimer that don't take this.
0:45.0	The advice you receive on this program is intended to be educational.
0:49.4	We don't really get to know enough about people.
0:52.0	A lot of it's practical, but take it all in the context that it is given, which is
0:58.9	it's hard to make definitive.
1:01.9	There's no official engagement we have as a client advisor relationship over this program.
1:07.1	And we'll give you our views, but unless we know your situation int situation, intimately definitive, uh, recommendations are hard to come by. Now, in saying that,
1:15.5	for the show, um, Scott and I were talking about the investment advisory business. So here's
1:22.9	what we're talking about.
1:29.9	We've been doing this show for a long time.
1:32.2	We have people call us and we'll,
1:34.9	sometimes after the show would be like,
1:35.6	man, that person would really benefit from a financial advisor.
	...

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