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

4.9 • 782 Ratings

🗓️ 12 August 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ 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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