The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 25 May 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income portion of her portfolio. Finally, a caller wants to know whether she needs permanent life insurance. 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?
0:09.1	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:17.1	To join Allworth's Money Matters. Call now at 83399 Worth.
0:21.8	That's 83399 W-O-R-T-H.
0:26.9	Welcome to All-Worth's Money Matters, Scott Hanson.
0:29.3	Matt McLean, thanks for joining us.
0:30.9	Glad you're with us.
0:31.6	Myself and my co-host here, we're both financial advisors,
0:34.7	certified financial planner, chartered financial consultant.
0:38.7	I've been helping people for the last few decades with their financial futures and been doing this program for the last
0:44.2	few decades as well, helping you with your finances.
0:47.9	You know, Scott, I'm excited, and I don't say that often about our show but uh we have a guess which we don't have
0:56.3	very often from outside our organization and i've had the opportunity to have conversations with
1:00.6	you have not i have not i met meeting joe for the first time and joe specializes in working with
1:07.6	the psychological aspects of retirement?
1:11.6	Yeah, I mean, as financial advisors, we spend a good chunk of our planning with people
1:18.2	is about retirement, right?
1:19.2	It's the number one, it's really about financial independence.
1:23.7	It's actually being able to retire, having the ability to retire.
1:28.0	That's right.
1:28.3	And whether you want to exercise that option or not is entirely up to you.
1:33.0	And for most people, that's a pretty high financial goal.
	...

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