IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 25 January 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a generous gesture from an 11-year-old wishing to donate her livestock show earnings to a community cause. They also delve into the benefits of waiting until age 70 to claim Social Security and explore the impact of legislative risks on retirement planning. Finally, they help a small business owner understand why he should be making quarterly tax payments. 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?
0:07.4	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:15.4	To join Allworth's Money Matters, call now at 83399 Worth.
0:20.1	That's 83399 W-W-R-T-H. Welcome to All-Worth Money Matters, Scott Hanson.
0:27.4	Matt McLean. Glad you are here with us if we talk about financial matters. Both myself and my
0:32.0	co-host here are both practicing advisors and have been for a number of decades and do this program
0:39.0	because one it's we enjoy it and two we like to see help you with some decisions with
0:45.7	your own finances yes and like many things at work you don't look forward to going to work
0:52.1	but once you're there you're involved involved. Yeah, yeah, yeah.
1:02.5	I feel the same way about the gym, yoga, bicycle riding, many, many things of my life.
1:04.3	I don't look forward to doing it, but once I'm engaged. My daughter was complaining about something.
1:05.6	I don't know if I want to go tonight.
1:06.6	I'm like, here's my experience.
1:09.4	If it's something I know I'm going to enjoy, it's good for me.
1:11.5	Like, I've never regretted going.
1:14.5	Push yourself.
1:15.6	Just, yeah, go and you'll be glad you did it.
1:17.0	Anyway, well, this is a financial program.
1:18.5	We'll talk about my...
1:19.3	Not our psychology.
1:22.3	The, the...
1:23.6	We're off to another phenomenal start to the year.
	...

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