The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 30 March 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a Pennsylvania caller wonders whether she should tithe from her Social Security income. 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?
0:07.8	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like
0:14.1	to help you by answering your call to join Allworth's Money Matters.
0:18.1	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:25.1	Welcome to All-Worth's Money Matters, Scott Hanson.
0:27.5	Pat McLean, thanks for joining us.
0:29.1	Both myself and my co-hosts.
0:30.8	We're both financial advisors.
0:32.5	Certified financial planner, charter financial consultant.
0:35.2	We spend our weekdays, some of our weekdays, helping clients like yourself and
0:41.4	broadcast on the weekends being your financial advisor on the air.
0:45.1	Helping people with their financial questions so that they can live a, I don't know,
0:51.3	less concerning, more peaceful life when it comes to their money.
0:55.5	Yeah.
0:55.7	And I was actually, Pat, I was on, last few days, I was a guest on another person's podcast,
1:01.4	which is kind of rare for me to do.
1:03.7	But it was the retirement wisdom podcast, all in retirement stuff.
1:08.0	And it was interesting about this.
1:10.0	And the reason I'm bringing this up, the guy who
1:14.5	hosts the podcast, it's been happening for a number of years now, he used to be a Merrill Lynch
1:19.4	broker for a number of years, and then kind of transition night as coaching, and he has this
1:26.1	kind of coaching to help people into retirement
	...

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