Allworth Financial‘s Money Matters

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When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.

On this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice.  Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off his home.

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 questions@moneymatters.com.

Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.

On this week’s Money Matters, Scott and Pat extract the bull from bear markets.  Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA.  A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor.

 

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 questions@moneymatters.com.

 

Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.

On this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope.  Then Scott and Pat help a high school teacher who is unsure where his money should be invested.  Finally, a man who sought out investment information from a dozen firms ends up on the phone with Scott and Pat.

  

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 questions@moneymatters.com.

Download and rate our podcast here.

Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?

On this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions.  You’ll hear advice for a man who wants to be more aggressive with his rollover IRA.  Finally, guidance for a husband who hopes he can build a home and retire in Florida. 

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 questions@moneymatters.com.

Download and rate our podcast here.

Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money

On this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an IRA that’s bleeding money.  Are her investments too aggressive?  Plus, guidance for a couple who wonders whether they should cash out their life insurance policies. Finally, a roadmap for a younger retiree who wants to do something with $75,000 in cash.

 

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 questions@moneymatters.com.

Download and rate our podcast here.

The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?

On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pension after having an allergic reaction to the COVID vaccine.  You’ll hear advice for a man thinking of moving equity from his homes into the bank.  Finally, they help a couple decide whether there’s enough money to buy a dream home.

 

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 questions@moneymatters.com.

Download and rate our podcast here.

The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing

On this week’s Money Matters, Scott and Pat explore the real reasons for inflation with one of the world’s leading authorities on monetary policy and economic history.  Then, they deliver a warning for a woman who is considering taking out a 401(k) loan to pay off credit card debt.  You’ll hear honest advice for a man who wants to accelerate paying off his home.  Finally, what a pig farmer can teach us about investing.

 

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 questions@moneymatters.com.

Download and rate our podcast here.

A perfect example of financial planning, and a house call to a man who “accidentally retired”

On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security.  Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams.  Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.”

 

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 questions@moneymatters.com.

Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off

On this week’s Money Matters, Scott and Pat discuss Wall Street whiplash and what it means for long term investors. Then they provide advice for a woman concerned about her bond allocation.  You’ll hear guidance for a woman who wants to know whether it’s time for her husband to retire. Finally, how just a few extra years of work can really pay off.  

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 questions@moneymatters.com.

Money markets, mortgages, marriage and more!

On this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then they provide guidance for a woman arguing with her husband over $215,000 that’s sitting in a money market. Plus, you’ll get a lesson on the donor-advised fund.  Finally, help for a woman who wants to contribute to a Roth IRA but doesn’t have enough money.

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 questions@moneymatters.com.

Download and rate our podcast here.

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