The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 22 February 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss the impact of tariffs on the economy and guide an investor through what they believe are the four pillars of a fulfilling life. Finally, they help a caller navigate her options for where to live now that her husband is in assisted living. 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? Whether it's about retirement,
0:04.9	investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:11.1	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:19.9	Welcome to All-Worth Matters, Scott Hanson.
0:22.5	Pat McLean, thanks for joining us.
0:24.2	Glad to be here in studio with my longtime partner, Pat McLean, talking about financial matters,
0:29.7	taking your questions, talking about some current things in the marketplace, and we're
0:34.7	excited you're with us today.
0:35.9	Yes, and we are recording this Thursday, February today yes and we are uh recording this thursday
0:38.7	february 20th at 10 30 in the morning um Pacific and the reason I like to say that is because
0:46.5	in this um environment yeah there could be some major news by the time you hear halfway through
0:52.3	the show.
0:56.0	It's pretty rich news environment.
0:57.0	Yes, it is.
0:57.4	It is.
0:58.9	It's an interesting place.
1:03.0	But, Scott, I did want to, I did want to bring this up.
1:08.2	I had a client reach out to me and wanted to know what was happening to their IRA and all these terrible things that the new administration and legislation would do to it that would ruin it.
1:14.9	And then I started thinking, I'm going to, I normally, when I get my emails in my personal box, I just hit the edit button, just go through and click, cling, click, delete, delete.
1:27.8	Are you one of those that empties your email box?
1:30.6	Yes.
1:31.1	Everything's filed or emptied?
	...

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