Advisor fees, annuities, and automatic rebalancing

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 26 March 2016

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about the cost of working with an advisor. Next, we take a question about whether to terminate or ride out a variable life insurance policy. Lastly, a question about automatic rebalancing on a 401k that’s still with a previous employer. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 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	Hey, Scott Hansen, Pat McLean.
0:02.0	Hey, glad you're joining the podcast.
0:03.7	You know, a lot of people have to listen to the old terrestrial radio.
0:06.6	Like the old days, like the olden days.
0:08.3	Not this group.
0:09.2	Podcast.
0:09.9	Thanks.
0:12.2	Providing guidance as you plan and transition into retirement for over two decades.
0:17.3	Here's Hanson McLean's Money Matters.
0:20.6	Welcome to Hanson McLean's Money Matters. Welcome to Hanson McLean's Money Matters.
0:23.1	I'm Scott Hanson.
0:24.1	Pat McLean.
0:24.9	Thanks for joining us on this weekend.
0:28.0	Of course, you could be listening to on podcasts.
0:29.8	Thanks for joining us whenever.
0:31.0	But this program is a financial program, both myself and my co-host here.
0:35.1	We are both financial advisors.
0:36.9	We spend our Monday through Friday meeting with people like yourself.
0:39.7	And we come here on the weekends to be your financial advisors on the air.
0:44.2	Our objective is to help you make wise choices with your finances.
0:49.0	For many people, it's planning for retirement as a important thing for them.
0:53.7	Some people, it's college planning.
	...

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