The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 8 July 2023

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs help managing his stock options. Then, Scott and Pat talk about an income tax impacting some investors. Finally, Allworth advisor Brian James joins the show to explain why owning individual stocks could lead you into the danger zone. 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 questions@moneymatters.com. 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?
0:09.9	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:18.2	To join Allworth's Money Matters, call now at 833 99 worth that's 833
0:23.9	99 w or t h h h h hath welcome to all worth's money matters scott hanson pat mcclain thanks for being with
0:31.8	that's right hope everyone had a great week great fourth all those other things. We've got a great program.
0:38.7	We'll find a few things.
0:40.5	So we believe.
0:43.3	Well, we enjoy one another one.
0:45.1	We'll have a conversation about financial matters.
0:48.7	Yeah, I don't see you as much as I used to.
0:51.2	When we're a small little company,
0:53.4	and we worked in an office right next door all day long.
0:57.6	Another day in the salt.
0:59.0	Anyway, we are a financial organization.
1:01.6	We talk about finances.
1:02.6	This is a financial program.
1:04.5	And we take your calls.
1:05.6	We'll take some calls.
1:06.3	And we've got to answer questions about taxes, 401Kks, IRAs, insurance.
1:12.6	I had an interesting meeting this week with, we've got it, Allworth, we're about, our
1:17.5	organizations, about 400 associates across the U.S.
1:20.3	We've got 130 or 40 advice or something like that.
	...

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