The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 3 August 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check. 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

Click on a timestamp to play from that location

0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:06.8	Whether it's about retirement, investments, taxes, or 401ks.
0:11.1	Scott Hanson and Pat McLean would like to help you by answering your call.
0:14.8	To join Allworth's Money Matters, call now at 83399 Worth.
0:19.3	That's 83399 W-O-R-T-H.
0:24.8	Welcome to All Worth's Money Matters.
0:26.9	I'm Scott Hanson.
0:27.7	I'm Pat McLean.
0:28.4	Thanks for joining us.
0:29.5	Yeah, glad to be here in the studio with my longtime partner, Pat McLean.
0:34.9	We're both financial advisor, certified financial planner, chartered financial consultant, help people manage their finances throughout the week, broadcast on the weekends.
0:43.3	Yes.
0:43.8	Broadcast drops Saturday mornings.
0:45.5	The whole thing.
0:47.0	And if you're still listening to us on the radio, great.
0:50.5	But the nice thing about the podcast is you can listen to it whenever you feel like it.
0:54.6	Okay.
0:55.0	I think most people know that.
0:58.3	I'm talking to the radio listeners.
0:59.6	Oh, the people radio.
1:00.6	Got it.
1:02.1	And avoid the commercials.
	...

Transcript will be available on the free plan in -193 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.