Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 15 July 2023

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan. 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?
0:15.0	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.
0:24.7	Call now at 83399 Worth. That's 83399 WORTH.
0:33.6	Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean, thanks for being with us.
0:38.2	Right, both myself, my co-host, who are both financial advisors,
0:41.3	certified financial planner, charter financial consultant.
0:44.8	We spend some of our weekdays with people like yourself helping plan their financial future.
0:49.6	And I said some because it's summertime.
0:51.3	I think most people have had a little time off here and there.
0:53.7	Anyway, we broadcast this program on the weekends for you to be your financial advisors on the air.
0:59.2	Help you make some wise choices with your finances.
1:02.7	That's the hope.
1:04.2	That's the hope.
1:06.8	Yeah.
1:07.5	Yeah.
1:09.7	Financial stability, peace of mind. Making the right kind of investment decisions, hopefully get... Yeah. Financial stability piece of mind.
1:12.3	Making the right kind of investment decisions, which is...
1:14.9	It's difficult.
1:19.0	Yep.
1:19.9	You look at all the studies.
1:23.2	Well, you know, Scott.
1:25.0	Of how people underperform the markets because they get freaked out about things.
	...

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