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.
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.
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.
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On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger. Finally, why Roth conversions may not be prudent for a New Yorker who wants to move.
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.
On this week’s Money Matters, Scott and Pat discuss red-hot inflation and its impact on the real estate market. Then they offer guidance to a young investor with questions about restricted stock units. Plus, help for a 67-year-old with taxes to pay on a conversion from a 401(k) to a Roth IRA. Finally, a look at whether a father of two is on the right track to 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.
On this week’s Money Matters, Scott and Pat discuss the creative ways people are paying off student debt after they’ve taken vows of poverty. You’ll hear advice for a woman thinking of selling gold and silver coins she’s had for 50 years. Plus they help a pilot decide whether to contribute to his regular 401(k), or Roth version. Finally, Scott and Pat check in on a man who called the show eight months ago with a million dollars in savings. Did he take the suggestion to pay off his mortgage?
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.
On this week’s Money Matters, Scott and Pat help a father of five who is worried about inflation gobbling up his $100,000. Then they explain why planning your retirement around an inheritance could backfire. Plus, advice for a conservative investor who needs help managing $80,000. And hear the remarkable story of a man who blew through all his money because he thought he was dying. Turns out he wasn’t.
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.
On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion. Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA. Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction.
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.
On this week’s Money Matters, Scott and Pat put wild swings on Wall Street into perspective. Then they help a man sort out tax implications after his mother accidentally deposited money meant for her IRA, into a checking account. You’ll hear honest advice for a man who wants to tap into his home’s equity to buy rental property. Plus, should you buy or rent a house? Scott and Pat help guide a young investor.
On this week’s Money Matters, Scott and Pat begin the show by discussing the premium prices being paid for new and used automobiles. They then take a question about the viability of a portfolio constructed entirely of high-dividend stocks. A disabled veteran is working with an advisor that had invested his life savings in an uncomfortably high-risk portfolio, and then liquidated it. They then answer a call from a 43-year-old Arizona man who wants to know about allocating his 401(k).
