The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 6 May 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he stops working full-time. You’ll hear guidance for a Montana woman who wants to know where she should pull money from to help her son-in-law. Then, Scott and Pat take a deep dive into tax planning for 2024 and beyond. Finally, they help a caller with a question about a lump-sum pension payout. 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?
0:15.0	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. Call now at 83399 Worth. That's 83399 WR-T-H.
0:33.6	Welcome to All-Words Money Matters, Scott Hansen.
0:36.6	I'm so grateful that you are with us today as we talked about financial matters.
0:41.1	Myself and my co-host, we're both practicing financial advisors.
0:45.3	Have been advisors since.
0:47.7	Way too long.
0:49.8	What does that sound negative?
0:51.6	Way too long.
0:52.7	I didn't mean it to come out like that.
0:56.8	I have been blessed to be a financial advisor for over 30 years.
1:03.5	It sounded better than way too long.
1:07.8	Yes, that does sound better.
1:09.6	You love it so much that you continue to do it year after year. Yes, that does sound better. You love it so much that you can continue to do it year after year.
1:13.5	Yes, that's exactly, that's exactly right.
1:16.1	So anyway, I don't know what else I would do.
1:17.9	We help people like yourself try to find peace in their financial situation through all
1:24.0	different kinds of methodologies, tax, estate planning, asset allocation, 401Ks, 403Bs, 457, pensions, pension lump sums, all kinds of decisions surrounding that.
1:39.0	And it can be quite complex or it could be super easy.
1:46.8	It's an interesting thing having done this radio show for 26 or 27 years. I would say about 40 to 50% of the time, we end up answering questions
1:53.9	that the clients never, or the people that call the program never asked. It is the majority of the
1:59.7	time, yes, for sure. That we end up, they call with, someone calls with one question and it leads us down a path
	...

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