Investing funds from the sale of a business, company pensions and Social Security

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 23 July 2016

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott and Pat talk with a caller about where to invest funds from the sale of a business. They then field a question from someone who wants to know if they can withdraw from both their pension and Social Security, and still collect from each in full. Lastly, Pat and Scott talk to a caller about when to withdraw from a 457 plan versus applying for Social Security. 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	And now, nationally recognized financial experts, Scott Hansen and Pat McLean of Hansen-McLean advisors.
0:09.2	It's Money Matters.
0:11.0	Welcome to Hanson McClain's Money Matters. I'm Scott Hanson.
0:14.0	I'm Pat McLean. Thanks for joining us.
0:15.7	Glad you're here with us on this July 23rd, 24th weekend as we broadcast our program I'm glad you were with
0:23.5	us myself uh and pat here we both we've been doing this show 21 years yeah and we work with
0:31.7	people almost 22 years is that right that's that right I don't remember no it's more than 20
0:36.0	because before my daughter was born.
0:42.1	But we were 21. Yeah, so almost about 22 years now. We work with people just like yourself.
0:46.0	Yeah. We're both financial advisors, sort of have financial planner. If you're new to the program,
0:52.1	where have you been? Thanks for joining us. And feel free to give us a call. So broadcast in almost 22 years out of Sacramento.
0:55.5	And you'd like to join the show.
0:58.0	It's 8882 Hanson.
1:02.7	That's 888242-6766.
1:10.4	So if you have a financial question regarding your 401K or IRA, taxes, you have estate planning,
1:14.2	you're fighting with the relatives over money or states or will help you in the decision making process.
1:19.9	We have a good program lined up for you today.
1:21.5	We're pretty excited about it.
1:23.0	I had, I received an email from a client not too long ago.
1:33.3	It was an interesting situation because it really got me thinking.
1:37.8	It reminded me of some reality.
1:41.7	It's this.
	...

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