Maximizing financial strategies, understanding Buffered ETFs, and estate planning.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 21 September 2024

⏱️ 42 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to optimize your financial health before the year ends. They also take a deep dive into Buffered ETFs with Allworth's Victoria Bogner, a Chartered Financial Analyst and Certified Financial Planner. Victoria explains how buffered ETFs work, their benefits, and the ideal circumstances under which they should be used. Whether you're nearing retirement or a risk-averse investor, you'll find valuable insights on how to incorporate these into your portfolio. Lastly, Scott and Pat address listener questions about Social Security benefits and estate planning, offering practical advice to ensure you're making the most of your financial resources. 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?
0:15.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:22.7	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 WR-T-H.
0:32.8	Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean. Glad you are with us today as we talk about financial matters, myself and my co-host.
0:40.4	We're both practicing financial advisors and I've been doing this program for a long time.
0:47.2	I'm glad you were here with us.
0:48.7	29 years?
0:49.5	Talk about financial markets and take your questions, answer your calls.
0:53.3	29 years?
0:54.2	Have we been doing this?
0:54.9	29 years?
0:55.5	Yes.
0:56.7	29 years.
0:57.6	Oh.
0:58.4	And hopefully another 29.
0:59.9	No.
1:01.0	No, I'm pretty confident on that one.
1:02.8	They didn't take long.
1:04.0	Let me think about it.
1:05.9	Anyway, you know, it's, I was, um, I think all of our listeners are in the United States,
1:13.0	and if someone listens overseas, you are American living overseas.
1:18.5	I was talking to a young person, starting this little business, worried about things.
	...

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