Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 18 January 2025

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in conversations regarding the complexities of financial products such as annuities and variable contracts. Finally, Allworth's Director of Client Experience, Victoria Bogner, shares a case illustrating the importance of understanding financial agreements, showing how one individual dramatically maximized her benefits through careful reading and strategic planning. 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?
0:04.0	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:14.0	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:20.6	Welcome to All-Worth's Money Matters, Scott Hanson.
0:23.2	Pat McLean, thanks for joining us.
0:25.1	Talk about financial stuff.
0:26.4	Do we need to put the intro every time?
0:29.6	You know, I figure...
0:30.6	Okay.
0:31.5	Huh?
0:31.9	I'm not changing.
0:34.9	We've been doing it this way for 29 years.
0:38.3	I'm not changing. Dogg on it.
0:39.1	It was good enough for yesterday.
0:41.1	I'm not changing.
0:42.6	Yeah, don't change now.
0:43.4	Dang it.
0:44.3	Don't change now.
0:45.6	Oh, I went to the gym this week.
0:47.2	Oh, I hate this time of year.
0:49.5	What do you mean?
0:49.9	That parking lot was packed.
	...

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