The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 3 February 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a solo 401(k). Finally, they explain a time when taking Social Security isn’t so simple. 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	Would you like an opinion on a financial matter you're dealing with?
0:13.4	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.
0:23.4	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:31.0	Welcome to All-Worth's Money Matters, Scott Hanson.
0:33.5	Pat McLean, thanks for joining us.
0:35.2	Yeah, glad you are taking your time to be part of our program as we talk about financial
0:40.1	matters.
0:40.5	Myself, my co-host here, we are both financial advisors.
0:44.6	And I've been practicing that this a long time and love to be your financial advisors
0:48.8	on this podcast and radio program.
0:51.1	Not only love it, really appreciate it. And I might be in a strange
0:57.3	mood. Yesterday I listened to one of my favorite podcasts, is Hidden Brain. And I hadn't listened to
1:03.0	a while. And I listened to a podcast about gratitude. And I thought, you're starting up the program.
1:14.5	No, I was thinking about it.
1:16.0	We've been doing this show for what?
1:18.3	30, and I'm sorry, 28 years.
1:21.2	28, 28 and a half years.
1:22.4	Scott, if people never called the show, we wouldn't have a show.
1:24.8	That's true, right?
1:26.0	So I just want to say thank you for listening.
1:29.4	Thank you for calling in. Thank you for writing reviews. Thank you. Even the negative reviews.
1:35.3	I got to tell you, I read the reviews and even the negative ones. I learned something from, right?
	...

Transcript will be available on the free plan in -376 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.