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Money Matters by Allworth Financial

Is it a good time to sell a home?

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 10 June 2017

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters: a caller asks if he should take or defer his Social Security while he continues to work. Scott and Pat then help a caller understand how to access Roth 401k contributions once it’s been converted to a Roth IRA and they’ve retired. A caller asks if it’s a good time to sell a home. Finally, Hanson McClain Advisor Steve Burnett shares a story about working with a person over many years as they prepared for retirement. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show. 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.

Transcript

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0:00.0

Hi, this is Scott. This is Pat. Today's program's a unique one. We are going to try to take as many

0:13.9

calls as possible. So if you'd like to join Hanson-McLean, now is your time. One,

0:18.5

AAA to Hanson to be part of the program. Call Hanson McLean. And in addition time. One, AAA, two Hanson to be part of the program.

0:21.2

Call Hanson McLean.

0:22.3

And in addition, we're going to talk about artificial intelligence, and is it actually

0:26.3

going to be changed the way you invest in the future?

0:29.5

Yeah, the firm actually doing a little test on it right now.

0:32.1

Plus, we're going to, of course, take your calls, and we've got a great program lined up. So again, one AAA two Hansen to join the program.

0:43.6

Stick around for Hanson McLean's Money Matters. And now, Barron's ranked top 100 independent advisors. It's time for Scott Hanson and Pat McLean of Hanson McLean's Money Matters. That's right.

0:50.9

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

0:56.0

We are glad that you are with us today. Both myself and my co-host, we are both financial advisors.

1:01.0

Certified financial planner, chartered financial consultant. We spend our weekdays meeting with people like yourself. We come here on the weekends to be your financial advisors on the air.

1:11.1

Whether you've got advisors you work with now, you do everything on your own or whatever the

1:15.3

case may be, we are considered an honor, really, to be your financial advisor on the air.

1:20.8

And if you'd like to join us, have a question for us regarding anything in your financial life.

1:26.6

And sometimes I think it's wise just to get a second opinion.

1:30.1

Frankly, I'm often amazed at the types of things people get themselves into without

1:35.3

getting a second opinion.

1:37.2

Yes.

1:37.7

You know what I mean?

1:38.8

Yes.

1:39.6

I mean, if leases and contracts.

...

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