Investing Doesn’t Need to be Complicated

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 5 January 2019

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019. Scott and Pat take a call from a California man who wants to sell his property for $250,000 and buy an out-of-state apartment complex. A 33-year old woman in Missouri wants a better way for her self-employed husband to save for retirement. A man in Northern California had a friend tell him that he made a 30% return investing in real estate and wants to know if he should get in. A 70-year-old man has all of his savings in stock and an advisor pitching him an annuity. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0	answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters,
0:06.5	with co-hosts Scott Hanson and Pat McLean.
0:20.3	Would you like an opinion on a financial matter you're dealing with?
0:24.2	Whether it is about retirement, investments, taxes, or 401ks,
0:28.7	Scott Hanson and Pat McLean would like to help you by answering your call.
0:32.7	To join Hanson McClein's Money Matters, call now at 1-8-8-2-H-H-A-N-S-O-N.
0:46.4	Welcome to Hanson-Machlan's Money Matters. I'm Scott Hanson.
0:52.0	I'm Pat McLean. Hey, happy New Year. Glad you are here
0:55.2	joining us as we kick off the first of the year's radio program here at Hanson McLean.
1:01.1	Yes. It is, you know, the first of the year is always a great time to get your finances in order.
1:08.7	And your life, really, quite frankly.
1:11.5	You've got like a couple of weeks where you actually can really concentrate
1:14.7	before you totally just throw in the town.
1:18.1	Gym memberships, the gym's crowded.
1:20.4	Oh, yeah.
1:21.1	I'm sure things like Weight Watchers goes through up.
1:24.0	Yeah, New Year's Resolutions.
1:25.9	Well, actually, look at, we have more appointments in the first quarter of the year.
1:30.4	We have more appointments with new people, new people looking to use Hanson McLean as their
1:34.9	advisor in the first month of the year than any other month of the year.
1:38.3	I think you're right, yeah.
1:39.3	It's because, well, it's kind of normal.
	...

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