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      September 28, 2024 - Money Matters Podcast

      Navigating financial turbulence: Election impacts and investment strategies.

      On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. They discuss how market reactions to political events can be misleading and why it's crucial to focus on long-term investment strategies rather than short-term market fluctuations.

      They tackle the myths surrounding unrealized capital gains and their potential impact on your 401(k), shedding light on the misinformation perpetuated by the media. They emphasize the importance of understanding real rates of return and how inflation affects your investment portfolio.

      Scott and Pat provide insights into maintaining a balanced investment approach, considering factors such as timeline, risk tolerance, and life changes. They also share personal anecdotes to illustrate the importance of thoughtful financial planning.

      Finally, they answer listener questions on various topics, from setting up irrevocable trusts to making charitable contributions through IRAs.

      Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders 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.

      Transcript

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        7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

        8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

        9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

        ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

        ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

        †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

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