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

4.9 • 782 Ratings

🗓️ 19 August 2023

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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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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