July 11, 2015

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 11 July 2015

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week’s topics: An in-depth call about salary structure, different IRA types, and tax planning for those of you who are self-employed. A lively call about Social Security benefits, followed by a discussion about the various options for saving for retirement. Finally, we speak to a caller about which investments and accounts to liquidate first once you retire. Scott Hanson and Pat McClain have been hosting the 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 www.moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0	The following program is brought to you by Hanson-McLean advisors, and the views express may not necessarily reflect the views of this station.
0:08.9	Answering your top financial questions for the past 20 years, it's Hanson McLean's Money Matters.
0:16.8	Welcome to Hansen's Money Matters. I'm Scott Hansen. I'm Pat McLean. Thanks for joining us.
0:21.7	Glad you are with us today. Both myself and my co-host here, Pat. We're both financial advisors.
0:27.2	Spend our weekdays with people like yourself as their financial advisors. We come here on the weekends to be your financial advisors on the air.
0:34.5	Certified financial planner, chartered financial consultant, certified fund specialists.
0:38.8	Essentially, this is what we do. We work with people, though, like yourself, real world, not
0:45.8	theoretical. See lots of different situations involving people and money. And most of the time,
0:52.9	it's the people. It really is. What's that supposed to mean what's it it's the people
0:58.7	that that that everyone has a different view and how they approach money um is different
1:05.1	oftentimes in both the husband and wife but we're going to talk about that we're going to talk
1:10.2	about the complexities of retirement planning and we're going to talk to you. Yeah. We got a great program
1:14.2	lined up. We really do. And one of the things we'll talk about during the show today is when does
1:19.4	it make sense to roll your 401k to an IRA and when does it make sense to leave it where it is?
1:25.4	Most advisors will just always say roll it out, roll it out, roll it out. Not just advisors, but any big...
1:31.0	Almost every institution. Yeah, they all have programs and ads, roll your 401k to here,
1:36.2	and make it seem like it's always the right thing to do. And it's not always the right thing to do.
1:39.9	It is sometimes, but it's not always. Not always. Anyway, we'll talk about that. And, of course, take your calls, answer your questions,
1:45.9	and if you want to be part of Hanson-McLean's Money Matters,
1:49.5	and quite frankly, who would not want to be part of this program?
1:54.1	You can call us at AAA to Hanson.
1:58.7	That's AAA-2-H-A-N-S-O-N.
	...

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