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Allworth Financial‘s Money Matters

The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 5 August 2023

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss what might be the single most important rule to abide by if you want financial independence. A father asks for guidance on the best strategy to use to pay for his child’s college education. A Pennsylvania caller needs Pat’s help resolving a marital financial dispute. Finally, A California woman wants to know which long-term care policy is the best for her.   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?

0:19.0

Whether it's about retirement, investments,

0:21.3

taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call

0:26.6

to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:36.9

Welcome to All-Worth's Money Matters, Scott Hanson.

0:39.8

Pat McLean.

0:40.7

Glad you are taking some time to join us, both myself and my co-host.

0:44.0

We have both financial advisors, certified financial planner,

0:46.6

chartered financial consultant.

0:48.3

We spend our weekdays helping folks like yourself

0:51.1

and broadcast our program on the weekends

0:53.5

to be your financial

0:54.5

advisors on the air.

0:55.9

Yes.

0:56.3

Or via your head, AirPod, ear pods, whatever you consume this.

1:01.2

Yeah.

1:01.8

So anyway, glad you're here.

1:03.9

We love taking calls and answering questions and talk about what's going on with the economy

1:08.2

and financial planning issues and all that stuff.

1:10.3

I know.

1:10.6

I haven't seen you in a while. Talked on the phone ago. Before we dig in,

1:16.6

your take on Fitch downgrading? This list last week. I thought, you know, it's interesting.

...

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