Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 9 April 2016

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about creating a positive attitude as you approach retirement. Next, we take a call about inherited assets, followed by a question about the most tax-effective way to save money for the future. Lastly, Scott and Pat talk about hedge funds, before concluding with a discussion about pending changes to the fiduciary standard. 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	A podcast listeners, glad you are joining us this week.
0:04.0	We've got a great program lined up if you want to listen.
0:06.8	We're going to listen.
0:07.7	We're going to have a conversation with John about inherited assets and how to manage those, as well as Juliet.
0:14.5	And Juliet is questioning whether she should be taking a tax deduction on her 401K contribution or making it a raw contribution.
0:22.0	A single woman with two teenage boys, poor thing.
0:24.6	Furthermore, we're going to talk a little bit about the fiduciary standard that changed this
0:28.0	last week.
0:28.6	We'll talk a little bit about hedge funds and some other things to look out.
0:31.5	Anyway, I think we have a great program.
0:32.6	If you like it on iTunes, go to Hanson McLean.
0:36.4	If you look at Hanson McLean and give us a good review, if you would.
0:38.8	Please give us a good review on iTunes.
0:40.3	And glad you're part of the Hanson McLean's family.
0:46.5	Answering your tough financial questions with a little humor and a lot of fun.
0:51.5	It's Hanson McLean's Money Matters.
0:55.1	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:59.9	Glad you are here with us on this weekend, as actually could be any day during the week
1:03.9	if you're on a podcast, as many of our listeners are. But if you are listening on one of our many radio stations, it is on the weekend. So glad you are here with us, both myself and my co-host here, Pat.
1:13.2	We're both financial advisors.
1:15.4	I don't even know if I like that term anymore.
1:16.7	But anyway, so we hope, we help people.
	...

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