Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 23 November 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle listener questions, including one about ensuring financial stability for a younger spouse and another on optimizing Social Security benefits for long-term security. Later, in a lively discussion with Allworth's Director of Client Experience, Victoria Bogner, they examine the potential impact of political changes on tax policies, interest rates, and Social Security. They also discuss how tariffs and trade disputes impact the economy and highlight the importance of tax planning for high-income earners. 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?
0:10.4	Whether it's about retirement, investments, taxes, or 401ks,
0:14.6	Scott Hanson and Pat McLean would like to help you by answering your call
0:18.0	to join Allworth's Money Matters.
0:20.4	Call now at 833 99 worth that's 833
0:24.0	99 w o r t h h h hush welcome to all worth's money matters scott hanson mcclain thanks for being here
0:31.3	that's right both myself and my co-host we're both financial advisors and we spend our weekdays with people like yourself, some weekdays.
0:39.6	And we broadcast on the weekends to be your financial advisors on the air.
0:43.9	We cover all things financial.
0:45.0	We got a good program today as typical.
0:47.4	There's some callers that we're looking forward to chatting with.
0:50.0	Talk about some year-end planning.
0:52.3	Let's talk a little bit about HSAs.
0:56.1	Health savings account.
0:56.8	Did I tell you about?
0:57.5	I thought mine was,
0:58.3	uh,
1:00.6	that I'm talking about that I thought that was drained out?
1:02.8	No.
1:04.0	I'm going to start there.
1:04.8	Oh, yeah, you didn't, you didn't.
1:06.5	No, you mean,
	...

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