Revenue sharing can change your advisor’s view.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 2 February 2019

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market. A caller anticipating a $200,000 inheritance asks if he should use the money to pay down a mortgage. A man in his 30s is expecting a baby and wants to make up for a late start saving. A caller with a $60,000 home equity loan asks if he can use it to save on taxes. Finally, a salesman is pitching a Sacramento woman a costly life insurance policy that she doesn’t need. 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, with co-hosts Scott Hansen and Pat McLean.
0:10.8	Would you like an opinion on a financial matter you're dealing with? Whether it is about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:23.4	To join Hanson McClain's Money Matters, call now at 1-3-8-8-2-H-A-N-S-O-N.
0:34.5	Welcome to Hanson-Machlan's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us today
0:40.0	as we talk about the world of finance, both myself and my co-host here, both financial advisors,
0:45.0	certified financial planner, charter financial consultant. We spend our weekdays with people like yourself
0:49.7	come here on the weekends to be your financial advisors on the air. And glad you are here with us today
0:56.1	as we talk about financial matters and try to help people with their, making wise choices
1:01.8	with their finances. Maybe a little bit more peace in their life regarding money.
1:07.1	Yeah. And boy, I tell you, January started off a strong month for the stock markets.
1:12.0	Wow.
1:12.4	I think some of the concerns that people had going into the holidays dissipated some.
1:17.9	Well, yes.
1:19.3	But it is, yeah, it's an interesting environment.
1:23.3	Do you not, do you think it is?
1:24.6	I think it is a little.
1:25.2	It's always interesting.
1:25.9	And it always looks a little different.
1:28.7	Yes.
1:29.0	Every cycle looks a little different.
1:30.4	Yes.
1:30.6	Yes.
	...

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