Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 15 February 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisions. Then, they take calls from listeners seeking advice on optimizing savings and investment plans. Scott and Pat share their expertise on managing large sums of money, such as deciding between annuitizing or taking a lump sum from pension plans. Plus, they discuss the potential pitfalls of certain financial products, like fixed index annuities, while highlighting strategies like direct indexing for more tax-efficient investing. 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

Click on a timestamp to play from that location

0:00.0	Have a financial question. Scott Hansen and Pat McLean of Allworth's Money Matters are here to help.
0:07.3	This Thursday, February 20th, they're offering you a special opportunity to speak with them directly,
0:12.8	whether it's about asset allocation, tax planning strategies, or any other financial concern on your mind.
0:18.6	To schedule your call, email questions at money at money matters.com or call now at
0:24.1	83399 worth worth money matters scott hanson pat mclean thanks for joining us yeah uh glad you are
0:34.9	taking your time to this program is about financial matters, both myself and my co-host.
0:38.6	We're both longtime financial advisors.
0:41.9	And we've been doing this radio show, a podcast for almost 30 years.
0:47.3	Talking about all kinds of things that are going on in the markets.
0:49.9	Yes.
0:50.3	And this, too, good or bad shall pass.
0:55.5	Wherever we're at in the markets, good or bad, it shall pass.
1:01.5	I just, because everything reverts to its mean.
1:04.3	That's right.
1:05.4	Everything reverts to its mean.
1:07.7	And I just, you know, been doing this in this industry for 35 years. And I think of all the
1:13.4	jubilant points in time where clients were so happy they were making so much money. And I'd say,
1:19.8	don't, don't get too excited in all the times when the markets were in turmoil and the world's
1:25.1	coming to land. And I said, don't get too depressed. And the good investor is the world's coming in the land and I said don't get too depressed and the good
1:29.2	investor is the one that walks in with a thesis an investment thesis which means typically an allocation
1:36.6	and if their money outside strategy of how they're going to manage their money yeah and then and then
1:41.9	it's outside an IRA a tax program that actually sits on top of
	...

Transcript will be available on the free plan in -34 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.