Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 21 October 2023

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain how they knew years ago that the crypto craze would turn chaotic. A California man asks whether his mother should roll over her annuity into an IRA. A caller from New Jersey needs help deciding whether to pay off one of her mortgages. Plus, Allworth advisor Lauren Williams joins the show to highlight the power of financial planning when life takes unexpected turns. Finally, a Nevada mother with too much cash asks where to invest it. 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? Whether it's about retirement,
0:05.5	investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:11.7	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:21.0	Welcome to All-W Worth's Money Matters.
0:23.1	I'm Scott Hanson.
0:24.1	I'm Pat McLean.
0:24.8	Thanks for joining.
0:25.8	Yeah, both myself and my co-host here.
0:27.8	We are both financial advisors.
0:29.8	Certify a financial planner, charter financial consultants.
0:33.3	We spend our weekdays helping people like yourself broadcast on the weekends to be
0:36.8	your financial advisors on, I should say on the weekends to be for financial advisors.
0:39.6	You should say on the air, but we have more podcast listeners.
0:42.4	So through your device, your iPhone, who are we kidding?
0:48.5	Isn't it strange how Apple has completely dominated the mobile phone market.
0:55.4	In the U.S.
0:56.4	In the U.S.
0:57.3	Completely dominated.
0:58.5	Yes.
0:59.1	Yes.
0:59.7	And you're kind of something of an outcast if you don't have an iPhone.
1:05.0	Yes.
	...

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