The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 4 November 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension. 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?
0:13.4	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat
0:18.9	McLean would like to help you by answering your call to join Allworth's Money Matters.
0:23.7	Call now at 83399 Worth. That's 83399 WRTH.
0:32.9	Welcome to Allworth's Money Matters. I'm Scott Hanson. I'm Pat McLean. I'm Pat McLean.
0:36.9	Glad you are taking time out of your day to listen to our program, whatever you're up to right now.
0:42.1	Yes. Myself and my co-host here, we're both financial advisors, certified financial planner, charter financial consultant.
0:48.6	We spend our career helping people like yourself have some financial security in their life, make the most of their finances,
0:55.1	and we broadcast on the weekends to be your financial advisors on the air.
0:59.4	And our hope is that people have some stability with their finances.
1:06.5	Maybe the most with them.
1:08.7	Or a little bit of peace.
1:10.7	Or a lot of peace yeah confidence confidence
1:14.2	in your money which is by the way we do a workshop called the art of retirement yeah we did one
1:21.3	sacramento a couple weeks ago yes and the the one of the four components of there's four components to happiness and we're not
1:30.3	retirement according to research that we've done in some of our researches and Harvard he's got
1:36.8	the longitude of study and universe Michigan's got a big study on and then we did our own surveys
1:42.2	of both our existing clients and people that are not
1:45.6	our clients. And there are four things, right? There's people, purpose, health, and financial.
1:52.2	And the financial is that how much money you have as much as how comfortable are you with the
1:57.7	money you have. Yeah, well, really about your confidence, which is the same thing. Yes, how comfortable, how confident that you have the money you have. Yeah, well, really about your confidence, which is the same thing.
2:02.1	Yes. How comfortable. How confident that you have done. Or are you worrying all the time?
	...

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