How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 11 November 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat talk with Allworth Chief Investment Officer Andy Stout about the economic factors driving stock market activity. A caller from Georgia with two houses on 14 acres of land asks whether he should consider a reverse mortgage. Plus, is it better to sell a house or rent it out? A Pennsylvania father with dreams of living in a larger home wants to know. 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?
0:05.0	Whether it's about retirement, investments, taxes, or 401ks,
0:09.0	Scott Hansen and Pat McLean would like to help you by answering your call.
0:13.0	To join Allworth's Money Matters, call now at 83399 Worth.
0:18.0	That's 83399 W-O-R-T-H. Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat
0:25.7	McLean. Thanks for joining us. We're glad to be with you as we talk about financial matters.
0:30.5	Myself and my co-host here, we're both financial advisors. And we enjoy doing this podcast, taking some calls, talking about financial matters, what's going on in the world.
0:42.4	I was thinking about it this week. I was trying to remember how long we've been doing this.
0:47.8	So I know that we had started.
0:49.6	28 years.
0:50.5	28 years. And for the vast majority of it was pre-podcast.
0:57.8	So radio.
0:58.6	And a little background of how we got started in this.
1:01.2	So Pat and I've been financial advisors since you were, I think, 89 ended the business.
1:06.5	I entered 1990.
1:07.3	We were the different company for a couple years.
1:09.0	We started Hanson McLean, which we changed
1:11.6	the name to Allworth in 1993 as advisors. And so when you're when you start a new firm with no
1:19.4	clients, none, I mean, our whole, our whole objective was let's create a financial planning
1:24.7	focused advisory firm, not investment sales, because particularly back
1:28.6	then it was loaded mutual funds and all that kind of garbage.
1:32.6	A shares, B shares.
	...

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