June 27, 2015

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 29 June 2015

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week’s show: Potential returns from IRAs and variable annuities, along with the differences between the two. Other topics include retirement options for state workers, Social Security, and the Windfall Elimination Provision (WEP). Lastly, a discussion about converting a rental property to a primary residence to avoid capital gains, and where to put RMD funds if you don’t need them for retirement. 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	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	And now, Barron's ranked top 100 independent advisors. It's time for Scott Hanson and Pat McLean of Hanson-McLean's Money Matters.
0:21.5	Welcome to Hanson's Money Matters. I'm Scott Hanson McLean's Money Matters. Welcome to Hanson McLean's Money Matters.
0:24.0	I'm Scott Hanson.
0:24.9	I'm Pat McLean.
0:25.5	Thanks for joining us.
0:26.4	Glad you are here with us, both myself and my co-host here.
0:29.7	We're both financial advisors.
0:31.2	We spend our weekdays meeting with people like yourself, helping them plan their financial
0:35.0	futures, and we come here on Saturdays, on the
0:38.7	weekends, to be your financial advisors on the air. So whether you have advisors that you work with now
0:43.9	or you do things strictly on your own, or you're just getting started or restart, whatever the
0:47.5	case may be, we want you to consider this program and other source for valuable information.
0:51.7	And during the show, you'll find that we, now that we talk
0:55.2	about a variety of different financial topics and things that are happening in the financial
0:58.6	marketplace and in the economic world, but we also take calls, answer questions, and that sort of
1:05.5	things. If you'd like to be part of the program, if you have a question for us, could be regarding
1:10.2	anything, whether it's your retirement.
1:12.4	401K, life insurance.
1:15.3	That always breaks the phones off the hook.
1:18.3	Always.
1:19.3	That's right.
	...

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