The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 6 April 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried out once she passes. Finally, Scott and Pat advise a couple who has yet to dip into multiple income sources. 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?
0:06.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:14.0	To join Allworth's Money Matters, call now at 83399 Worth.
0:19.0	That's 83399 W-O-R-T-H.
0:24.2	Welcome to All Worth's Money Matters, Scott Hanson.
0:27.0	Pat McLean.
0:28.1	Thank you for taking part of our program today, both myself and my co-host.
0:32.2	We're both financial advisors.
0:34.6	We've been broadcasting our program for almost 30 years.
0:39.0	It's taking calls for people like yourself for a long time.
0:43.1	And then how long have we been on the podcast?
0:45.0	10 years or so?
0:46.8	I remember I had a friend of mine that had this is one podcast where first getting going.
0:50.8	And like anyone can set up a podcast.
0:52.8	It takes next to know.
0:54.5	Yeah, you can do it on your cell phone.
0:56.1	You probably,
0:57.1	anyway,
0:57.5	that's not a big deal.
0:58.7	But he was part of this community
0:59.9	where they would all subscribe
1:01.6	to one another's podcasts.
	...

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