Allworth Financial‘s Money Matters

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The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?

On this week’s Money Matters, Scott and Pat explain why failing to plan for market drops is planning to fail.  They help a caller decide how much of an RMD to take while the indexes are down.  You’ll hear from a woman who wants to know whether it’s a good move to use some of her 401(k) to pay off her mortgage. Finally, a father puts his college graduate on the phone to get a lesson on 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.

Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.

On this week’s Money Matters, Scott and Pat help a caller who wants to minimize her risk without pulling money from the stock market.  A California man wants to know whether he should remodel his home or buy a new one.  You’ll hear a real world example of what can happen when people engage in fad investing. Finally, what you should NOT do when markets are down.  

 

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 the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.

On this week’s Money Matters, Scott and Pat discuss the potential impact the recent poor inflation report could have on investors. You’ll hear why they say an Arkansas man should take his Social Security as soon as possible. Finally, they revisit a caller who was hot on crypto last year when it was sky high. Scott and Pat advised him to cool down. Find out if he took their advice.

 

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.

Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension.  A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings.  You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility.  Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security.

 

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.

Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.

On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation.  Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement.   

 

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 caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.

On this week’s Money Matters, Scott and Pat discuss the implications of student loan debt relief.  Speaking of student loans, a caller who just came into some money wants to know whether she should pay off her $146,000 in debt. Hear why Scott and Pat say no. Plus, an in-depth discussion about the pros and cons of target date funds.

 

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.

Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.

On this week’s Money Matters, Scott and Pat help a caller decide between a Roth or a Traditional IRA. They then discuss pensions and fad investments, before welcoming special guest, world-renowned behavioral psychologist, and UCLA Anderson School of Management professor, Hal Hershfield, who discusses politics, placebos, nature versus nurture financial decision making, the emotional differences between siblings, and the motivation behind various approaches to investing, saving, and money.    

Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?

On this week’s Money Matters, Scott and Pat explain whether long-term investors should worry about bear and bull markets.  A caller wants to know whether it’s appropriate to ask how their advisor manages money.  Pat and Scott take an in-depth look at Social Security, one of the most talked about financial topics.  Finally, honest advice for a Colorado man with a question about life insurance.   

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.

Risk tolerance, advice on life insurance, and why tax time should be all the time

On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility.  They give honest advice to a caller who thinks his friend should move some money from bonds to cash.  A retired member of the military wants to know what kind of universal life insurance policy to buy.  A Georgia woman wonders where to transfer her old HSA.  And Scott and Pat explain why tax time should be all 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. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.

On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around.  A Virginia man wants to know whether now is the time to pull the trigger on buying a second home.  We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-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. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

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