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Allworth Financial‘s Money Matters

Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 30 September 2023

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think a California man should continue paying the premiums on his long-term care policy even though he can self-insure. A Florida retiree calls in to ask whether he should buy individual bonds. Then, Scott and Pat tackle questions about retirement income and proceeds from the sale of a house.   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 questions@moneymatters.com. 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? Whether it's about retirement,

0:15.6

investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call to join

0:22.8

Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:31.3

Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.

0:35.7

Glad you're with us as we talk about financial

0:37.8

matters, myself and my co-host here. We're both financial advisors helping folks like yourself

0:43.4

make wise choices with their finances and broadcast our podcast and radio program to be of

0:49.4

benefit to you. As I have said to my children since they were young, make good decisions.

0:58.0

Okay. That's dad's advice. Yes. Whatever that means. Make good decisions. Make good decisions.

1:04.2

Whatever that means. Well, it's important with finances too. Well, that's my point. At least try to make

1:09.9

good decisions with all the available

1:11.7

information that you have at the time. Yeah, and make the most with your financial assets.

1:17.1

That's the hope. That's the hope, right? That's the objective. Okay. I think, yeah,

1:25.4

you can do more than just hope. With a good plan. Can you not? Yes, yes, yeah, you could do more than just hope.

1:29.6

With a good plan.

1:30.1

Can you not?

1:31.2

Yes, yes, yes.

1:32.9

I think it's a lot more than hope.

1:33.7

I hope it works.

1:34.9

I'm like you're at the blackjack table.

1:36.8

I hope I get the right card.

1:38.1

Oh, actually, I've had coins. Please don't have a face card.

...

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