Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 26 August 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum. 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?
0:08.8	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:14.9	like to help you by answering your call to join Allworth's Money Matters.
0:19.1	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:26.2	Welcome to Allworths Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:31.2	Both myself and my co-host here, we're both financial advisors. We like to help people with their finances, make good choices with their money,
0:41.2	save well, invest properly, manage their taxes, plan for their assets while they're both
0:47.2	living and at the end.
0:50.8	At the end.
0:50.9	No one gets out of here alive last I looked.
0:53.4	Not so far.
0:54.5	Yeah. Anyway, I'd love taking alive. Last I looked. Not so far. Yeah.
0:54.8	Anyway, I'd love taking your calls to join us.
0:58.2	You can join us by send us an email at Questions at Money Matters.com.
1:01.8	We'll find a time that gets you on.
1:03.7	Or you can call 83399 worth to get you on the number.
1:10.5	83399 worth. And we're the number. 83399 worth.
1:12.8	And we're going to go start right off of calls here in California talking with Lee.
1:18.1	Lee, you're with Allworth's Money Matters.
1:20.8	Hi, Pat.
1:22.3	How you doing?
1:23.1	Good.
	...

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