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cover of episode A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.

2024/4/20
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the show to explain how he  helps clients when panic sets in. Finally, a Colorado man asks Scott and Pat whether they are worried about current price-to-earnings ratios.  

 

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).