July 25, 2015

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 25 July 2015

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week’s topics: A call and discussion about taxes on inherited assets, followed by a call asking the question: Should you pay off your mortgage before you retirement? Later, an informative segment on how to take a loan from an IRA, and, lastly, Scott and Pat answer a question about the dangers of leveraged municipal bond funds. 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 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.
0:08.8	Providing guidance as you plan and transition into retirement for over two decades.
0:13.9	Here's Hanson-McLean's Money Matters.
0:17.5	Welcome to Hanson's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us this
0:22.7	weekend. Right. It's right. Glad you're here with us as part of a Hansen McLean community, both myself and my
0:28.6	co-host here. We are both financial advisors. We spend our weekdays meeting with people like yourself,
0:34.7	helping them plan their finances, looking at their retirement, all the years of
0:39.1	their financial lives. We come here on the weekends to be your financial advisors on the air.
0:45.4	And we've been doing this for roughly 20 years and enjoy doing it. We've been northern California
0:50.4	for 20 years, the Bay Area on KGO. It just in the last a couple months.
0:54.7	But enjoying our time down there.
0:57.1	We are enjoying our time.
0:57.9	We're enjoying our time.
0:58.0	We don't love the San Francisco Bay Area.
1:00.1	What's that?
1:00.6	Who doesn't love the San Francisco Bay Area?
1:05.1	How could you not love the Bay Area?
1:07.9	Everyone's just said about their own, wherever they're from, it's always the most beautiful place on the earth.
1:13.3	Always.
1:14.0	Well, so,
1:14.4	all right, so it's,
1:15.0	I've got a friend of mine,
	...

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