When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 4 March 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Your company offered you how much stock? On this week’s Money Matters, Scott and Pat explain why that could be risky business for some. Then an Oregon man asks whether he should start withdrawing money from his thrift savings plan. A caller from Illinois wants to retire alongside his wife but wants to run the numbers by Scott and Pat. Finally, a retiree from New York asks whether he needs to take Social Security right now in case the program’s trust fund runs out of money. 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 Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:18.3	Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:24.9	Welcome to All-Worth's Money Matters, Scott Hanson. Pat McLean. Thanks for being part of our program.
0:30.1	This is a show where we come to you each week and talk about financial matters, help you make wise choices with your finances.
0:37.2	Both myself and my co-host here.
0:38.8	We're both financial advisors.
0:41.3	And I'm glad you are taking some time to be part of the program.
0:45.2	And if you'd like to join us, have a question for us.
0:48.6	I want to be part of the program.
0:49.9	We'd love to answer your question.
0:51.2	You can call us at 83399 worth or send us a question at
0:56.6	Questions at Money Matters.com.
1:00.0	And if you forget what I'm talking about,
1:01.5	if you look at your phone where the podcast is,
1:03.5	there will be a more information or whatever.
1:06.3	There will be a place where you can click.
1:07.9	There's like a little person or something there,
1:09.7	a little indicator that you just.
1:11.9	I think it's a hyperlink where it says
1:13.6	questions at money matters.com,
1:15.0	but I don't know.
	...

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