Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 30 September 2016

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott and Pat speak with author and speaker Kerry Hannon about how to make work fulfilling again. They then discuss the proposed changes to Roth IRAs that could hurt investors. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Pat Henry, about unique 401k distribution strategies. 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. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0	This is Scott Hansen.
0:09.4	This is Pat McLean.
0:10.4	Today on our show, we're going to talk about proposed changes to Roth IRAs that may not be good for you.
0:16.9	The proposals aren't good for you.
0:18.6	Also, in our new view of retirement segment, Carrie Hannan is going to join us.
0:22.6	She's really an expert on work transition and, really, as we age, what are some new things to be looking for?
0:27.7	And we're going to join our own advisor, Pat Henry, when he discusses 401K distribution strategies that may work for you like they work for others.
0:37.0	Stick around for Hanson McLean's Money Matters.
0:41.1	And now, nationally recognized financial experts, Scott Hanson and Pat McLean of Hanson-McLean
0:47.9	advisors. It's money matters.
0:51.5	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson.
0:55.5	I'm Pat McLean. Thanks for joining us.
0:57.3	Glad you are with us, both myself and my co-host here. We're both financial advisors, certified financial planner, charter financial consultant, and we spend our...
1:07.0	Look, Pat. Bring that music down. Why?
1:12.1	I'm tired of listening to it.
1:14.4	It's not, the show's not about you.
1:15.8	It's my show.
1:16.8	It's Hanson McLean.
1:17.5	I'm McLean.
1:20.5	Half your show, half mine, but it's the listeners program.
1:21.0	Okay.
1:29.4	And the producer sitting in that booth over there believes that it's important to have the music playing for a little longer to get the kind of right rhythm going.
	...

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