Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 13 April 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado man asks for guidance on how to handle a six-figure inheritance. Finally, Scott and Pat reveal how you can spot a financial advisor who doesn’t act as a fiduciary 100% of the time. 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?
0:11.0	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 all worth's money matters call now at
0:21.9	eight three three ninety nine worth that's eight three ninety nine w o r t h h hath welcome to all worth
0:31.4	money matters scott hanson pat mcclain thanks for joining us fantastic spring is in the air
0:37.0	at least here in California.
0:39.3	Yeah, I get.
0:40.1	Well, probably most of it.
0:40.9	I was in Washington, D.C. this week, and it was...
0:43.9	The cherry blossoms.
0:44.9	They were actually almost at the tail end of them.
0:48.4	You're back there meeting with your congressman or...
0:50.8	No.
0:54.9	I have done that before.
0:56.2	I try to avoid that.
0:57.0	Yeah, your elected officials?
0:59.4	Well, let's not go there.
1:01.5	It was actually an international orphan and foster agency.
1:06.8	But that's another story.
1:08.2	Anyway, Spring has nothing to do with our program.
1:12.0	This is the financial program.
1:13.6	We're here to talk about financial markets and financial planning and tax changes.
1:18.5	Yes.
	...

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