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Allworth Financial‘s Money Matters

Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 16 September 2023

⏱️ 43 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he is on the right track toward retirement. You’ll hear why Scott and Pat want a California caller to invest her money in a traditional retirement account instead of a Roth. Finally, why moving for tax reasons isn’t as simple as it looks.   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?

0:08.8

Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would

0:14.9

like to help you by answering your call to join Allworth's Money Matters.

0:19.1

Call now at 83399 Worth. That's 83399 W-O-R-T-H.

0:26.1

Welcome to All-Worth's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.

0:30.8

I'm grateful you are with us today as we talk about financial matters, both myself and my co-host here, Pat.

0:36.2

We're both practicing advisors have

0:38.3

been for a few decades. I guess the reason we state that is we have real world experience

0:43.7

in dealing with people.

0:47.6

Yes.

0:48.1

And the longer than I'm in this industry, the more I'm convinced it's the behavioral finance

0:52.9

is equally as important as any sort of plan

0:57.5

or investment you put together.

0:58.9

It, uh, it, uh, less than 15 minutes ago, I was on the phone with someone discussing, uh, some

1:05.5

life changes that they're going to make.

1:07.1

And, uh, and we were talking about, it wasn't about the portfolio it was about the behavior

1:12.9

that goes into the their thinking like what's your hurry i'm like you got these big expenses

1:18.7

coming up what why why what what what's causing do you want to retire in the next three months

1:25.8

that that was different than a year ago

1:27.8

that of all of a sudden accelerated what did it change to this i have no idea you're talking about oh

1:32.0

they just thought that they had enough money and i said you probably do and that the model show you

1:36.8

do but if you're going to do a home remodel whatever that price that that contractor quoted you

...

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