The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 October 2023

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment property. A California man building a forever home wants to know about property tax implications. Finally, a Texas caller living in an RV needs financial guidance so she can improve the quality of her life. 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?
0:13.5	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:19.6	like to help you by answering your call to join
0:22.2	Allworth's Money Matters. Call now at 83399 Worth. That's 83399 WR-T-H.
0:30.6	Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean, thanks for joining us. Glad to be here
0:36.0	in the studio. Pat here on the microphone.
0:39.5	Both practicing financial advisor for the last few decades and been doing this program for 28 years.
0:48.5	So it's a long time. Good to be with you and love taking your calls and talking about financial matters and all those
0:58.3	things. Before we start, there's a reason that we're both still working, Pat. And it's not, right,
1:09.8	I mean, so as financial advisors, a lot of our job is helping people get to the point
1:15.2	of financial independence.
1:16.4	And for many, that really means retirement.
1:19.2	Planning for retirement, right?
1:21.1	And I had breakfast with a friend, a longtime friend.
1:25.9	We were friends from our oldest kids were in kindergarten together,
1:29.6	and we were the science professors.
1:30.9	We came in on Friday.
1:31.9	I did that too.
1:32.9	It was the most nervous I would be all week.
1:35.3	I had a white jacket.
1:37.8	Yeah, we did the same thing.
1:39.3	That's funny.
	...

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