The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 16 March 2024

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has a complex investment situation, including a need for Roth conversions, followed by a conversation with a retired couple that is travelling throughout the South and who needs tax advice about their multiple qualified plans. 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].

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:04.3	Whether it's about retirement, investments, taxes, or 401ks.
0:08.6	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:14.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:21.1	Welcome to All-Worth's Money Matters, Scott Hanson.
0:23.7	Pat McLean, thanks for being with us.
0:25.6	Yeah, you're glad you are part of our program today, both myself and my co-host.
0:30.1	We're both financial advisors, certified financial planner, chartered financial consultant.
0:35.0	We spend our weekdays helping people like yourself,
0:38.5	broadcast on the weekends, being your financial advisors on the year.
0:42.0	And it's been off to a phenomenally good year, all in all.
0:48.2	I don't, yeah.
0:50.6	Global turmoil.
0:52.4	What's going on in the tech between China and the U.S.?
0:56.4	European Union and the global tech companies?
1:02.4	Right.
1:03.2	So we're going to look like possibly banned TikTok,
1:07.3	and China's like no more U.S., you know, they've been trying to get rid of the hardware for years and now they're going after the saw.
1:14.4	It's just, and the market's guest keep marching on.
1:19.6	Yep.
1:21.6	I mean, if you, so I was at a dinner, Pat, this was a week and a half ago.
1:26.4	And there was this guy who spoke.
	...

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