Money Matters: Retirement planning, tax strategies, investment insights, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 7 September 2024

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds. They take calls from listeners like Terri, who is navigating the maze of annuities and retirement accounts, and Vince and Samantha, young retirees looking to optimize their Roth conversions and tax strategies. Scott and Pat share invaluable insights to help you manage your finances effectively and plan for a secure future. 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?
0:14.1	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
0:23.2	Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:31.9	Welcome to Allworth's Money Matters, Scott Hanson. Pat McClain, thanks for being here.
0:36.8	Yeah, always good to have people listening.
0:40.0	Yes, because we wouldn't have a show otherwise.
0:41.7	And thank you for the reviews.
0:44.3	I go in and read them about once every three months.
0:51.8	And so thank you for your feedback.
0:54.0	We take some of it.
0:58.7	Some of the reviews are you never read,
1:01.5	have you ever read them?
1:03.1	Nine years.
1:04.3	Okay.
1:04.8	I do read them, but.
1:06.2	Yeah.
1:07.2	I don't like reading negative stuff.
1:10.7	Yes. Mostly the negative service. Not that there's a lot reading negative stuff. Yes.
1:12.3	Mostly the negative service.
1:13.6	Not bad there's a lot of negative stuff on our show.
1:15.5	Oh, it's not, yeah, most of it is fairly positive.
1:19.3	Anyway, we're glad.
	...

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