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Allworth Financial‘s Money Matters

Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9782 Ratings

🗓️ 19 August 2023

⏱️ 51 minutes

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat explain why deadly fires in Maui should compel you to review your insurance policies. A house flipper from Iowa wants to know where to invest $250,000 in proceeds from the sale of three homes. A great saver from New Jersey asks where to best direct funds from a required minimum distribution (RMD). Finally, Scott and Pat discuss the challenges of financial planning for those in the airline industry.      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?

0:13.8

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

0:19.9

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

0:24.1

Call now at 83399 Worth. That's 83399 WORTH.

0:31.5

Welcome to Allworth's Money Matters, Scott Hanson. Pat McLean.

0:34.8

Glad you're with us today as we are doing our podcast, radio show.

0:41.6

Yes, sir.

0:42.6

Slash slash slash.

0:43.8

My co-host and myself are both financial advisors, certified financial planner,

0:47.3

chartered financial consultant.

0:48.3

We've been doing this program for 28 years.

0:52.2

A long time.

0:54.0

I'm glad to be continuing to do it.

0:56.5

And we love taking your questions, answering your calls, things you bring to us.

1:00.3

And we always talk about what's going on in the news and that sort of thing.

1:03.7

In the world.

1:05.1

And so Scott and I were talking before the program about what has happened in Maui and how terrible.

1:14.2

Which is unbelievable. It's, it's, it's, it's, your heart breaks for, for, especially the, we're

1:20.7

in the West Coast. So if you're in the West Coast and you have, most families have been to Hawaii at some point in time right and a lot of

1:30.3

professionals it's just like the place to go and Maui particularly and there's direct flights

1:36.0

we're in the Sacramento region there's southwest flies direct to Maui so it's pretty easy to get

1:41.9

there expensive yeah and and there's inexpensive options on many parts of Hawaii.

...

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