Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 18 November 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with a question about a Roth conversion. 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?
0:09.5	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:15.6	like to help you by answering your call to join Allworth's Money Matters.
0:19.8	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:27.6	Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you're with us today as we're talking about
0:33.4	financial stuff, the same stuff we talk about all the time. Is that right?
0:38.2	Before, my...
0:39.3	Wow, Scott, that's an opening.
0:43.6	Just stay tuned.
0:44.7	We're just going to talk about the same stuff we talk about all the time.
0:48.1	Okay, fair enough.
0:50.5	My guess is there's probably some people that are new to the program, their first time listening.
0:55.2	Well, that we're trying to build an audience here.
0:57.4	Okay.
0:59.0	We've done this for, anyway, we're going to have a fun today talking about financial matters.
1:03.9	And our goal is to help, like our goal is to help people have more confidence with their finances, to have financial independence, and not make poor choices.
1:15.4	Yes.
1:16.4	That's a goal.
1:18.2	Different topic.
1:20.6	Already.
1:22.1	Sorry.
1:23.1	No, it's just, I'm looking at some notes in front of me.
	...

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