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Money Matters by Allworth Financial

Preparing Your Finances and Delaying Retirement

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 28 July 2018

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about why it might make sense to work a little longer and delay retirement, even if it’s just an additional 6 months. Scott and Pat take a call from a man who inherited two properties, and wants to sell one, but doesn’t know how he should invest the money. A successful investor wants to know if he should continue to focus on real estate. A man wants to know if it’s better to rent or own a home in the current market. A couple wants to know if they have too much stock exposure. A man about to take a sabbatical has an interesting dilemma with his 401(k). Lastly, a son wants to know how his reasonably healthy 102-year old father should invest a recent real estate windfall. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0

Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters,

0:06.0

with co-hosts Scott Hansen and Pat McLean.

0:10.7

Would you like an opinion on a financial matter you're dealing with?

0:14.6

Whether it is about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean

0:20.7

would like to help you by answering your call.

0:23.2

To join Hanson McLean's Money Matters, call now at 1-3-8-8-2-H-H-A-N-S-O-N.

0:34.3

Welcome to Hanson's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for being

0:38.9

part of our program today, both myself and my co-host. We're both financial advisors, certified

0:43.7

financial planner, chartered financial consultants. We spend our weekdays meeting with people like yourself

0:48.5

and come here on the weekends to be your financial advisors on the air. So whether you've got advisors

0:53.7

you work with now or you're doing things on your. So whether you've got advisors you work with now,

0:55.0

or you're doing things on your own,

0:56.0

whether you've worked tens of millions of dollars

0:59.0

or you're just starting out.

1:01.0

Yeah, we've got clients from the whole spectrum,

1:04.0

tens of millions down to...

1:06.0

Just starting out.

1:07.0

I think we do, don't we?

1:09.0

The people just starting out have a tendency to beat the children of existing

1:12.5

points.

1:12.8

Fair.

1:13.8

Right.

...

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