The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 December 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have engaging discussions on balancing work-life plans, understanding the importance of financial education, and maximizing your savings. Discover the four pillars of Allworth's Art of Retirement and see how it can shape your journey towards a fulfilling and worry-free retirement. 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	Hi, this is Scott Hansen. Hey, Pat and I want to wish you happy holidays. We're off this week,
0:05.5	but we've got a great show prepared for you. Hope you enjoy the show.
0:13.6	Would you like an opinion on a financial matter you're dealing with? Whether it's about
0:17.4	retirement, investments, taxes, or 401ks. Scott Hansen and Pat McLean would like to
0:22.9	help you by answering your call to join Allworth's Money Matters. Call now at 83399 Worth. That's
0:29.8	83399 WORTH. Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean, thanks for joining us.
0:37.8	Both myself and my co-hosts.
0:39.5	We're both financial advisors, certified financial planner, charter financial consultant.
0:43.9	We spend our weekdays.
0:47.5	Some of our weekdays, helping clients like yourself and broadcast on the weekends being your financial advisor on the air.
0:53.8	Helping people with their financial questions so that they can live a, I don't know, less concerning,
1:01.7	more peaceful life when it comes to their money.
1:03.9	Yeah.
1:04.5	And I was actually, Pat, I was on, last few days, I was a guest on another person's podcast,
1:10.1	which is kind of rare for me to do.
1:12.4	But it was the retirement wisdom podcast, all in retirement stuff.
1:16.8	And it was interesting about this.
1:18.7	And the reason I'm bringing this up, the guy who hosts the podcast, it's been happening for a number of years now. He used to be a Merrill Lynch
1:28.1	broker for a number of years and then kind of transition night is coaching. And he has this
1:34.8	kind of coaching to help people into retirement. And I share with them the four pillars that we
1:41.6	have at Allworth are art of retirement, which is essentially you need the four pillars, health and wellness,
1:49.3	prosperity, people, purpose.
	...

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