The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 13 January 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth advisor Brian Murphy joins the show to explain how he cleaned up a portfolio that was riddled with fee and commission payments. 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?
0:11.5	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:19.4	To join Allworth's Money Matters.
0:21.4	Call now at 83399 Worth. That's 83399 WR-T-H.
0:29.5	Welcome to All Worth's Money Matters. I'm Scott Hanson.
0:32.2	I'm Pat McLean.
0:33.2	Yeah, this is a financial program. We talk about financial matters.
0:38.4	We're both financial advisors, had been doing this a financial program. We talk about financial matters. We're both financial advisors.
0:40.2	Had been doing this a long time.
0:42.2	I'd like to talk about doing some things that will help you with your finances.
0:47.6	I love taking your calls, answering questions you might have regarding a variety of different planning moves.
0:54.7	Because haven't...
0:57.0	It's interesting.
1:01.4	And I know you've gotten this a lot too bad.
1:02.9	People say, Pat, hey, thanks so much.
1:04.7	Long-time clients.
1:05.8	I couldn't have done this without you.
1:09.7	And, well, no, first of all, you did the hard work.
1:12.9	The hard work is saving the money.
1:15.9	We just organize it in the most efficient way we possibly can.
1:20.0	But that's also really important.
1:22.2	Correct.
	...

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