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Allworth Financial‘s Money Matters

Money Matters: Navigating financial decisions amidst market uncertainty.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 12 October 2024

⏱️ 52 minutes

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans. Additionally, special guest Apollo Lupescu from Dimensional Fund Advisors joins the discussion, providing a comprehensive analysis of how political shifts, such as presidential elections, can impact the stock market. Lupescu emphasizes the importance of separating emotion from evidence in financial decision-making, offering valuable insights into market behavior and investment strategies. Tune in to gain a deeper understanding of how to navigate your financial future amidst market uncertainty and political changes.   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

Click on a timestamp to play from that location

0:00.0

Would you like an opinion on a financial matter you're dealing with?

0:09.4

Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.

0:17.4

To join Allworth's Money Matters, call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:26.5

Welcome to Allworth's Money Matters. Scott Hanson. Pat McLean, thanks for joining us.

0:30.6

Both myself and my co-host, we're both financial advisors, certified financial planner,

0:34.9

chartered financial consultant. Spend our weekdays with people like yourself,

0:38.7

broadcast our program on the week.

0:41.7

And?

0:41.8

Yes.

0:42.9

By the way, I was in Nashville a week or so ago for a conference.

0:50.8

Nashville is one of those hot cities where a lot of people move to no taxes in Tennessee.

0:56.5

Is it no taxes or low taxes?

0:58.6

I think it's actually, I would take that back.

1:00.1

I think it's no tax on some things.

1:03.3

It's a low tax state.

1:04.5

It's low tax and no tax on some retirement income.

1:07.5

Don't, I don't know, whatever it is.

1:10.7

Did you like it?

1:13.5

I've been there a couple times.

1:14.8

Actually, there's a lot I like about the South and a lot I don't like about the, the weather's

1:19.3

terrible, I think, frankly.

1:21.0

And you've been in Nashville, have you not?

...

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