Recovering losses from an old annuity, and maximizing returns during retirement
Money Matters by Allworth Financial
Allworth Financial
4.7 • 839 Ratings
🗓️ 21 May 2016
⏱️ 49 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Answering your top financial questions with a little humor and a lot of fun. |
| 0:07.3 | It's Hanson McLean's Money Matters. |
| 0:11.1 | Welcome to Hanson McLean's Money Matters. |
| 0:13.6 | I'm Scott Hanson. |
| 0:14.3 | I'm Pat McLean. |
| 0:15.2 | Glad you are joining the program here. |
| 0:17.7 | Both myself and my co-host, we're both financial advisors. |
| 0:20.7 | Before you change the |
| 0:21.4 | station, slow down. Oh, yay, financial advisor. What a lucky day. I don't even know what to |
| 0:29.6 | become almost embarrassed in my industry. Oh, sometimes, sometimes. We're crying out loud. |
| 0:34.1 | It's just filled with certified financial planner, chartered financial consultant, |
| 0:39.5 | quarter century we've experienced each registered investment advisory firm. Doing this a long time |
| 0:45.4 | on the air for over 20 years, fee-based advisory firm, managed over $2 billion. Thousands of clients. |
| 0:52.4 | Anyway, the point is we are practitioners of our trade. We meet with clients, |
| 0:57.2 | people like yourself throughout the week. We come here on the weekends to be your financial advisor |
| 1:02.0 | on the air. So whether you've got advisors you work with now or you're doing things on your own, |
| 1:07.8 | we want you to consider this program and other source for valuable information. |
| 1:16.5 | And we try to take, although we take the subject matter quite seriously, we try to take the show not quite so seriously and ourselves not quite even less seriously than that. So I try to have a |
| 1:20.9 | little fun with this. It is the weekend. Somewhat boring. And we understand that not everyone loves talking about money or thinking about money |
| 1:30.6 | most people don't most people don't most people do not people fight about it usually around spending |
| 1:37.7 | or bad investment decisions yes how many times over the years pat have you seen someone |
| 1:43.0 | it's like the it's like the it's like the one spouse makes the other spouse go see a, go hire an |
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