When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 8 April 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college. 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?
0:08.0	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:16.0	To join Allworth's Money Matters, call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to All-Worth's Money Matters, Scott Hanson, Pat McLean.
0:29.6	With myself and my co-host practicing financial advisors, meaning that we spend time with people like yourself, helping them plan the financial futures.
0:38.5	But also we broadcast here on the weekends to help you.
0:43.3	We try our best.
0:45.1	We do try our best.
0:46.2	We try our best.
0:47.5	Most the time.
0:48.2	It's hard.
0:48.8	Most of the time we try.
0:51.4	Huh?
0:51.9	Most of the time we try our best?
0:54.3	I can't say I'm always trying my best every time I do on the program.
0:58.0	That's correct.
0:59.1	Yeah.
0:59.7	I mean, I mean, you can't be on 100% Scott.
1:02.7	You're only human.
1:04.2	Thank you.
1:05.1	I mean, I don't get my, I don't, if I'm honest, I don't give 100% of everything I do.
1:08.5	I don't give 100% of everything I do. I don't give 100% at my relationship with my kids.
1:11.4	I don't give 100% of my relationship with my wife.
	...

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