Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 9 March 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona man who wants to know whether he is on the right path to retirement. 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?
0:08.5	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.
0:18.8	Call now at 83399 Worth.
0:21.2	That's 83399 W-O-R-T-H.
0:26.9	Welcome to All-Worth's Money Matters, Scott Hanson.
0:29.4	Pat McLean, thanks for joining us.
0:31.3	Right, both myself and my co-host here.
0:33.2	We're both financial advisors,
0:35.3	certified financial planner, chartered financial consultant, help people
0:39.2	like yourself on a daily basis, and broadcast here on the weekends being your financial advisors
0:45.7	on the air.
0:46.8	Yes.
0:47.7	So this last weekend, I don't know how it came up, but my third child, my son, has a degree
0:57.9	in economics, works as an analyst for a private equity firm, which, by the way, what a grind.
1:06.6	Holy smokes.
1:09.8	Grind, but, yeah, there's certain areas of finance.
1:13.0	It's like a right of passage.
1:15.0	It's kind of college hazing moved to the business world.
1:19.1	That's right.
1:20.1	Don't they just kind of try to abuse these young kids?
1:22.5	It seems like.
1:23.8	But for whatever reason.
	...

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