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Money Matters by Allworth Financial

1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 30 January 2016

⏱️ 49 minutes

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters: The episode begins with a caller inquiring about the best places to invest funds from RMDs. Next, we take a call about single life versus survivor insurance options on a pension. Lastly, we answer a question about setting up a Roth IRA.   Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.    Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0

And now, nationally recognized financial experts, Scott Hansen and Pat McLean of Hansen-McLean advisors.

0:09.3

It's Money Matters.

0:11.1

Welcome to Hanson Money Matters. I'm Scott Hanson.

0:14.0

I'm Pat McLean.

0:15.0

Glad you are with us today, both myself and my co-host. We're both financial advisors,

0:19.2

certified financial planners, charter financial consultant. We spend our weekdays meeting with people like yourself, and we come-host. We're both financial advisors, Certified Financial Planners, Charter Financial Consultant. We spend our weekdays meeting with people like

0:23.5

yourself, and we come here on the weekends to be your financial advisors on the air.

0:28.4

And you may be someone who's listened to the program for the last couple decades from Northern California,

0:33.2

or you may be a relatively newer listener in Southern California or Denver.

0:37.9

Yes.

0:38.2

And we're glad you are with us on this program.

0:40.5

And just because we're financial advisors does not mean it's a boring financial program

0:43.3

because our objective here is to help you make some wise choices with your money.

0:48.1

We take a little bit of brevity and levity with...

0:50.6

It's a serious subject, but it's boring as heck.

0:53.9

It's quite frankly. What's boring as heck it's quite frankly what's boring financial

0:56.5

planning is boring it is talk about taxes and i were roll over strategies it's just plain i'm flat

1:06.1

boring well we understand most people don't't find tremendous excitement in looking at finances.

1:13.9

That's correct.

1:14.5

Yeah.

1:14.8

Most people do not.

1:15.5

It's very, but it could be very challenging for the average consumer because they can't tell good from bad or right from wrong.

...

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