Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 27 July 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother’s estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an Oklahoma caller seeks advice on whether he should combine his two old 401(k) accounts. 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?
0:08.4	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:14.5	like to help you by answering your call to join Allworth's Money Matters.
0:18.7	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:25.4	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McClain. Thanks for joining us.
0:29.9	That's right. Glad to have you with us, both myself and my co-host here. We're both financial advisors.
0:34.6	Certified financial planner, charter financial consultant. It's been a lot of our days helping people with their futures, financial futures.
0:42.3	And we are come here on broadcast on the weekends to be your financial advisors on the air.
0:48.3	Yes.
0:49.3	And 30 years, really enjoy it.
0:52.3	Has it been 30 years? It's always based on the age of your daughter for some
0:57.0	reason I um she's we've done 29 years we've been in the show 29 years and I think it's because
1:03.0	we just started the show right before she was born that's that she was well I only remember I
1:08.1	remember because I don't know how many listened 29 years ago, but it
1:13.0	wasn't a very good show.
1:14.5	We tried.
1:15.5	Well, maybe it's not either today.
1:17.3	Maybe it's not.
1:18.8	But I remember our first, I don't know, it was Christmas time in the year.
1:23.9	My daughter was born on Christmas Eve, so I wasn't working a couple days around.
1:27.4	And it's Christmas.
1:28.1	I know I'm going to work Christmas anyway. But you interviewed Santa Claus for the financial planning.
	...

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