Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 8 February 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth. 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?
0:09.9	Whether it's about retirement, investments, taxes, or 401Ks,
0:14.1	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:19.9	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:27.6	Welcome to All-Worth's Money Matters, Scott Hanson. Pat McLean, thanks for joining us.
0:31.8	Yep. What is today? February... Monday, February the 3rd. The reason why we're giving you the date
0:37.8	is because we're going to talk about financial stuff
0:39.9	and by the time you listen to this on Saturday,
0:42.5	some things will have changed by then.
0:43.8	But there's just some truths that we're going to learn
0:47.4	that are timeless.
0:50.0	Well, it's, I look, this, as of this morning,
0:53.9	I was wondering all weekend long, like,
0:56.3	how the market's going to open up based on Canada's turnaround and saying, yes, we're going to
1:03.1	tariffs against you.
1:05.3	But listen, good or bad, it's opened up conversations.
1:11.6	Yeah, it's, um, look, and who knows where this is going to go, right?
1:14.4	That's right. I took a news fast this weekend. Oh. Because my wife says, I'm spending too much time
1:22.3	on my phone, look, listen, reading news, and then, uh, she says says it puts me in a crabby mood or something.
1:27.8	So really?
1:28.7	And my daughter's like, don't become one of those like old guys sitting around watching Fox News.
1:34.4	I said, that's not going to be me.
	...

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