Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 22 July 2023

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter thinks college isn’t the answer. Plus, Allworth partner advisor Chris Giordano joins Scott and Pat to explain how he dealt with a couple who had half of their net worth tied up in Apple stock. 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?
0:08.0	Whether it's about retirement, investments, taxes, or 401ks,
0:12.0	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:18.0	Call now at 83399 Worth.
0:20.7	That's 83399 W-O-R-T-H.
0:27.8	Welcome to All-Worth's Money Matters, Scott Hanson. Pam McLean. Glad you are with us today.
0:33.8	We are mid-July. I always find summertime as an interesting time, too.
0:40.4	I'm not as productive workwise, typically in the summer as I am at other periods of time.
0:46.9	I've never given it any thought.
0:48.9	Well, it's because you're not very productive most of the year.
0:50.7	Oh, God, might.
0:52.1	Maybe.
0:53.0	No, it's always a good time to spend with CSA family and that sort of thing.
0:56.2	But anyway, we are here in the studio putting together a program here.
1:00.8	Yes, and having a good time doing it.
1:02.5	Looking forward to taking calls as we talk about financial matters because both myself and my co-host are both financial advisors.
1:08.3	To join the program, 83399 worth is the number.
1:15.1	Or you can send us an email
1:16.3	Questions at Money Matters.com.
1:18.0	You know, it's interesting,
1:18.4	I was thinking just as we're doing the open,
1:19.8	how things have changed over the years, right?
	...

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