January 16, 2015

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 16 January 2016

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters: Scott and Pat welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a discussion about recent market volatility. We then field a call about accelerating retirement investments by age 67. Next, we take a call about the best time to roll over an old ESOP plan. Lastly, we take a call about how much a person should save outside a public-sector employee pension. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 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, Barron's ranked top 100 independent advisors.
0:06.9	It's time for Scott Hansen and Pat McLean of Hanson-McClain's Money Matters.
0:12.8	Welcome to Hanson's Money Matters. I'm Scott Hanson.
0:16.1	I'm Pat McLean.
0:17.2	Thanks for joining us, both myself and my co-host here. We are both financial advisors.
0:21.4	We spend our Monday through Friday meeting with people like yourself, helping them with their
0:25.8	finances, helping them make wise choices with their money. And we come here on the weekends to be
0:30.8	your financial advisors on the air. And so whether you have advisors you're working with right now
0:36.1	or you're doing things by yourself and just want some more information or maybe you're getting started or restarted in life.
0:41.9	Well, you're just just starting out.
0:43.7	We want you to consider this program another place for some valuable information.
0:47.8	So if you have questions about your 401k or IRA or if someone's pitching you a big fat non-traded real estate investment trust or
0:57.1	a life insurance policy that they say is disguised as a retirement plan or all the garbage out
1:04.9	there or you've got a you just want a second opinion you've got a great advisor you've been
1:09.8	working with and just wanted to run.
1:11.5	Kind of curious.
1:12.2	Kind of curious if you'd get some other advice from somewhere else.
1:15.0	Hey, whatever it might be, consider this program another source of information.
1:18.7	And to join us, very simple.
1:20.8	It's AAA 2 Hanson.
1:23.0	We'll get you on the program. That's AAA 2, H-A-N-S-O-N, AAA-2-Hanson.
1:27.7	Numerically, it's AAA-242-6766.
	...

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