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Allworth Financial‘s Money Matters

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 12 August 2023

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to know whether he can afford to self-insure his long-term care. Plus, Allworth advisor Steve Hruby joins the show, to discuss the danger of investment products.   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?

0:17.0

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

0:27.0

Call now at 83399 Worth. That's 83399 WORTH.

0:34.9

Welcome to Allworth's Money Matters, Scott Hanson.

0:38.2

Pat McLean.

0:40.4

Glad you're taking part of the program today.

0:46.7

Myself and my co-host, both financial advisors, certified financial planner, charter financial consultant.

0:49.3

And we work with people.

0:50.3

Long-time advisors.

0:52.4

We work with people just like yourself.

0:54.3

We've seen almost everything.

0:57.8

Every once in a while someone calls with a situation that we've yet to encounter.

1:00.9

But it's pretty rare.

1:01.8

Yeah, I've seen a lot.

1:03.3

Yeah, we've seen a lot.

1:03.6

Yeah.

1:04.7

On all sides of... Both good and bad.

1:07.3

Both good and bad.

1:09.4

You know, money's a funny thing bad because

1:13.0

sometimes people with they get additional dollars it's highly beneficial to them for a

1:24.1

lot of reasons yes others it's completely detrimental.

1:30.7

Well, I think money makes people more of what they already are.

...

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