Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 31 August 2024

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging. Whether you're curious about the impact of government incentives on EV investments or need guidance on special needs trusts, this episode is packed with valuable insights. 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?
0:10.7	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.
0:20.7	Call now at
0:21.3	eight three three ninety nine worth that's eight three ninety nine w o r t h h h s welcome to all
0:30.8	worth's money matters scott hanson pat mclean thanks for being here that's right with myself
0:35.1	my co-host here both financial advisors advisors, certified financial planner, charter financial
0:39.6	consultant.
0:40.3	We've been here in this program for 20, almost 30 years now.
0:43.2	Yes.
0:43.9	As we're coming into Labor Day weekend here.
0:47.7	Yes.
0:48.6	And although the markets are slightly off their high, it was amazing.
0:53.3	I mean, how quick the recovery was.
0:55.3	I ran into a friend of mine and he said, the markets are hitting all-time highs.
1:01.9	And I said, well, yes, the market goes up 53% of the time.
1:07.6	They're going to hit all-time highs fairly often.
1:13.5	That's the point.
1:14.7	That's the point.
1:18.1	Right?
1:18.7	Because if they didn't hit all-time highs fairly often, then you'd just be living for whatever
1:25.1	dividend may or may not be being out by the company.
1:28.5	But as the dividends go up, the value of the company, as the earnings go up, the values the company goes.
	...

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