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

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 30 September 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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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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