Investing in Yourself is Saving

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 29 December 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some money moves that you can make to kick off 2019. Scott and Pat take a call from an engineer who wants to leave money for his children. A woman in her 40’s wants to save for retirement, help her son pay for college, and start a new career. A caller wants to help his elderly mother invest in the stock market. A mother is planning to change jobs and wants to help her son pay for college. A son got his now-deceased grandmother to co-sign a student loan, and the father is concerned about the estate. Finally, Scott and Pat advise a retiree who wants to ensure her pension will also help her husband. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Transcript

Click on a timestamp to play from that location

0:00.0	Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean. Would you like an opinion on a financial matter you're dealing with?
0:33.3	Whether it is about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:42.3	To join Hanson McLean's Money Matters, call now at 1-3-8-8-2-H-A-N-S-O-N.
1:00.7	Welcome to Hanson-M-A-M-M-A-Matters.
1:01.6	I'm Scott Hanson. I'm Pat McLean.
1:02.5	Thanks for joining us today as we talk about financial matters, both myself and my co-host here, Pat.
1:07.8	We're both financial advisors.
1:10.4	Actually, I don't even know the term financial
1:11.8	advisor. I don't even like that term anymore because so many people call themselves financial advisors,
1:14.8	I guess. We help people, we help people save and go into retirement. Yeah. We help people make wise
1:20.5	choices, navigate all the different things as they are saving for retirement and transition
1:25.2	to retirement. Frankly, we do other stuff as well in the financial planning side of things.
1:30.1	But most people who come to us and a good portion of our program is really dealing with
1:36.9	helping people save for retirement and get into retirement and get into a point in the life
1:41.6	where really work is an option and not an obligation.
1:45.0	So there's nothing wrong with work. I think work's a great thing for many. But unfortunately, so many people
1:50.0	go through life and don't save enough. And retirement's trans, you know, it's. Yeah. And actually,
1:58.5	quite frankly, accumulate too much debt and go into retirement with debt.
2:05.8	Well, they don't, they live above their means.
2:08.8	Yeah.
2:09.3	Most Americans.
2:10.0	If you live in a small town in Fairfield, Iowa, where the house costs $90,000,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.