meta_pixel
Tapesearch Logo
Log in
Money Matters by Allworth Financial

Saving for Retirement & Investing Profits

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 30 June 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls addressing everything from saving for retirement to investing the profits from the sale of a property or business. Scott and Pat take a call from a man who recently met with a financial advisor who is trying to sell him a life insurance policy and he wants to know if it’s a good investment. A caller is planning to sell his engineering business and would like to understand the best way to invest the proceeds of the sale. A man with a college-age daughter would like to “gift” his daughter $10,000 for education but wants to know if that gift is tax deductible. A 67-year old man purchased land when he was in college and is now planning to sell the land and wants to know what he should do with the profits to generate retirement income. A caller owns property in a neighborhood she would like to leave and wants to know if it makes sense to do a 1031 exchange to a new property. A woman in her 40’s works for an employer who recently dropped her 401(k) plan and she wants to know what’s the best way to continue to save for retirement.

Transcript

Click on a timestamp to play from that location

0:00.0

Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean. Would you like an opinion on a financial matter you're dealing with?

0:33.6

Whether it is about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call.

0:42.3

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

1:03.0

Can't get enough of Hanson-Moclain's Money Matters? Visit Hanson-Machlain.com forward slash radio to listen to the Money Matters podcast.

1:12.2

Welcome to Hanson McLean's Money Matters.

1:14.7

I'm Scott Hanson.

1:15.6

I'm Pat McLean.

1:16.4

Glad you are with us today as we are, actually, we're kind of kicking off the 4th of July

1:20.8

week.

1:21.6

Yes.

1:22.1

Because it's, you know, a lot of people are heading out of town.

1:25.8

I am.

1:27.3

Yeah. Yeah.

1:29.9

Are you?

1:32.5

Yeah, of course.

1:33.5

It'll be, I mean, I think for a lot of people, it's a great excuse to take a vacation.

1:37.2

Yeah.

1:37.5

First week in July, when July 4th is right in the middle.

1:40.6

And, yeah.

1:42.6

Of course, I remember when I was a young man working on July 4th, a couple of July 4th in a row.

1:46.5

What did you do to work on July 4th?

1:48.0

I had my little tree trim in business.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.