Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 12 August 2017

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters: Scott and Pat take several calls, and discuss three things that you should do before selecting an advisor. Next, they talk to a caller who wants to know how best to go about taking her required minimum distributions. Then, they talk to a caller looking to take care of his ill father for as long as possible. Later, they discuss what a financial advisor should really be doing for you, followed by a question from a caller about if she is exposing herself to too much risk. 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	The following program is brought to you by Hansen-McLean Advisors, and the views expressed may not
0:05.6	necessarily reflect the views of this station.
0:09.0	All right, this is Scott.
0:10.0	This is Pat.
0:10.7	Today we're going to talk about what you should expect out of your financial advisor.
0:14.6	That's right.
0:15.0	We're going to have that.
0:15.8	We're also going to be taking a number of calls.
0:18.7	I know summer's kind of coming down to an end.
0:22.2	Some kids are heading back to school,
0:25.3	but we've got a great program lined up with many calls and what you should really look out for your financial finance.
0:28.3	Yeah, what your advisors should be doing for you.
0:30.2	Yeah, so stick around for Hanson-McLean's money matters.
0:32.3	Wondering if you're on track with your financial matters, call now at 1-3-8-2-H-H-H-A-N-S-O-N. Welcome to Hanson's Money Matters. I'm Scott Hanson.
0:44.6	I'm Pat McLean. Thanks for joining us. That's right. We're glad you are here with us today as we talk about
0:49.2	the world of finance and investment and all that stuff, both myself and my co-host. We are both financial advisors, certified financial planner, chartered financial consultant.
0:58.8	We meet with people like yourself each day during the week and come to the studios to be your
1:04.6	financial advisors on the weekends.
1:06.9	And if you'd like to join us with one of your questions you may have for us,
1:14.9	it might be you're considering something yourself in your financial life and trying to figure out the right thing to do.
1:17.1	Maybe someone's pitching you some product and you're wondering,
1:20.5	hmm, I don't know, should I really be buying this or not?
	...

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