Properly “weighting” your portfolio, timing markets, and listener calls from around the country.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 1 July 2017

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

A discussion about why it’s important that callers to Money Matters be able to remain anonymous. Scott and Pat take a call from a new retiree who receives money from a 403(b), a pension, and an inheritance that she wants to be moved to a new advisor. A Seattle tech employee wants to learn about “factor investing,” and why it’s out of favor. This is followed by a caller wondering how to “time” his Social Security application to maximize his benefits. Lastly, HMA advisor Lauren Williams shares an uplifting story about guiding a client through an unfortunate series of personal and professional tragedies.

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.
0:17.2	Hi, this is Scott.
0:18.3	This is Pat.
0:18.9	Hey, we've got a great program today.
0:20.7	We're going to talk some about, look, you're trying to build a good long-term portfolio. Should you overweight in particular areas? Does it make sense to have a higher allocation to some areas that you think may perform better over the long term? Does it make sense to market time or not to market time? you be in or the market out of the market
0:37.5	we're going to spend some time talking about that as well and also Lauren Williams CFP will be
0:42.2	joining us and now nationally recognized financial experts Scott Hansen and Pat McClain of Hanson
0:54.0	McLean advisors Hanson-McLean advisors.
0:55.6	It's Money Matters.
0:58.0	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson.
1:01.4	I'm Pat McLean. Thanks for joining us.
1:03.3	Yeah, glad you are here with us on this great weekend day. At least we think it's a great
1:08.2	weekend day.
1:09.8	Summer's get the 4th of July here in a couple days.
1:14.7	That's right. Always a good time. And
1:16.6	anyway, glad you are here with us.
1:20.7	If you take part of us, and as you'll
1:22.6	notice, if you've been listening to
1:24.7	this program for a number of years,
1:27.0	we tend to answer questions from a
1:29.3	variety of different people. And the nice thing about calling a radio program, it's anonymous.
1:34.8	We have people make up their names. Yeah, we think they do. People have told me they have,
	...

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