Scott’s new book, capital gains, and CDs

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 16 April 2016

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about Scott’s new book, Personal Decision Points. Next, we take a call about capital gains and charitable remainder trusts. Lastly, Scott and Pat talk to someone nearing the maturation date of a CD, who is wondering if they should buy another one, or invest elsewhere else. 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	And now, Barron's ranked top 100 independent advisors. It's time for Scott Hansen and Pat McLean of Hanson-McLean's Money Matters.
0:12.3	Welcome to Hanson's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:17.1	That's right. Glad you're here with us. I got to say before we get started, at the beginning
0:21.6	there's like sort of a disclaimer. The views and opinions may not necessarily reflect the views
0:26.6	and opinions of this management, et cetera, et cetera. How do they know? They haven't heard of it.
0:30.3	I think it should reflect the views is what I'm stating. You're right. But how do they know it doesn't
0:35.1	reflect their views if we haven't stated it yet?
0:39.0	It says it may not.
0:39.5	Okay.
0:40.8	It doesn't say it doesn't.
0:41.5	It should. It should.
0:42.1	I'm just stating it probably should.
0:44.5	So if management is listening and you tend to agree, perhaps next week we could have a different disclaimer.
0:50.1	Yes.
0:50.4	Like we agree with almost everything they say.
0:52.8	What a fantastic program this is.
0:54.6	They're marvelous people.
0:57.1	Yeah, I'm sure.
0:58.4	Keep the ratings up.
0:59.5	That's all they care, right?
1:00.7	Make sure those people still listen.
1:02.1	Anyway, both myself and my co-hosts, we are both financial advisors.
	...

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