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Allworth Financial‘s Money Matters

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

4.9782 Ratings

🗓️ 28 October 2023

⏱️ 46 minutes

🧾️ 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

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?

0:13.5

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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