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Money Matters by Allworth Financial

August 15, 2015

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7839 Ratings

🗓️ 15 August 2015

⏱️ 133 minutes

🧾️ Download transcript

Summary

This week’s topics: a call about the best to manage taxes on IRAs when converting to a Roth IRA, a call about setting up for success in life and investing from a college student, as well as a question about using an immediate annuity vs. other investing options for someone in their 80s.  Scott Hanson and Pat McClain have been hosting the 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

The following program is brought to you by Hanson McLean Advisors, and the views express may not necessarily reflect the views of this station.

0:08.1

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

0:16.1

It's Money Matters.

0:20.0

Welcome to Hanson McLean's Money Matters. I'm Scott Hansen. I'm Pat McLean. Thanks for joining us.

0:24.6

That's right. Glad you're here with us, both myself and my co-host. We are both financial advisors.

0:29.2

We spend our weekdays working with people like yourself, helping them plan their financial future.

0:34.1

We come here on the weekends to be your financial advisors on the air. And for 20 years,

0:39.6

we've been broadcasting out of Northern California, been financial advisors for over 25 years,

0:44.8

and work with people just like you? Well, maybe just like you. Pretty close. We work with,

0:50.8

we work with a lot of hardworking professionals that have been,

0:56.3

and help them to get towards retirement.

0:58.8

In retirement transition, how to manage the money, state issues, saving issues,

1:04.1

distribution of income issues.

1:05.8

Yeah.

1:06.1

And matter of fact, the transition into retirement is one of the, It's stressful for a lot of people.

1:13.1

Very, very stressful.

1:14.4

Some people take it really, really easy and other people.

1:17.5

Oh, my.

1:18.8

Very stressful.

1:20.1

Yeah.

1:20.7

And we are having some workshops, too.

1:24.1

Now I started thinking about it.

...

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