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Allworth Financial‘s Money Matters

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 2 December 2023

⏱️ 45 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial planning technique. A North Carolina caller asks for guidance on a savings goal. An Ohio woman wants to know whether she should buy an annuity. Then, Scott and Pat have a candid conversation about what retirement means to them. Finally, they explain why cash is not a long-term solution for investors.   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?

0:10.7

Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.

0:18.7

To join Allworth's Money Matters. Call now at

0:21.4

83399 Worth. That's 83399 W-O-R-T-H.

0:31.6

Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean. Thanks for being with us.

0:36.0

Yep, here we are, kicking off December.

0:38.9

Another program. Glad to have you with us, both myself and my co-host here. We are both financial

0:43.0

advisors, certified financial planner, charter financial consultant. We spend our weekdays with people like

0:47.7

yourself broadcast this program on the weekends to be your financial advisors on the air.

0:52.4

So thanks for joining us.

0:55.9

Yeah, glad to have you part of the program.

1:08.2

We've got one of the things we want to talk about later in the program is I got a note from somebody, I don't know if it was a client or not, I think it was a client, questioning why we have no plans on retiring.

1:08.8

So I guess that's- That's personally.

1:10.0

Yes, that's personally.

1:10.8

And so she asked if we can discuss it on the show.

1:12.8

So we'll discuss what our thoughts are in that.

1:15.3

I'm going to have to spend a couple minutes thinking about it.

1:18.1

Well, hope you've had some thoughts on it.

1:20.9

Ask me on what day.

1:22.8

We'll discuss that.

1:25.6

We'll discuss that.

1:27.2

So we'll talk about that. We'll discuss that. So we'll talk about that, and we'll also, of course, take your calls.

...

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