Social Security and Medicare, old stock certificates, and the fiduciary standard

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 23 April 2016

⏱️ 48 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters: We talk to a caller about Social Security and Medicare. Then, we take a call about what to do with an old stock certificate. Lastly, Scott and Pat discuss the importance of working with an advisor that follows the fiduciary standard. 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	Answering your top financial questions for the past 20 years, it's Hanson McLean's Money Matters.
0:09.2	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson. I'm Pat McLean. Glad you are with us on this
0:14.8	weekend. We talk about the world of finance, money, retirement, both myself and my co-host.
0:20.9	We're both financial advisors.
0:22.4	Certified financial planner, charter financial consultant.
0:24.6	We spend our weekdays meeting with people like yourself, helping them make wise choices
0:28.6	with their finances and we come here on the weekends to help you and to be your financial
0:33.6	advisor on the air.
0:35.5	And if you'd like to join the program, if you you got a question for us, it's a nice way to
0:39.3	deal with the financial advisor.
0:40.5	You don't have to actually.
0:42.1	You don't have to go to their office.
0:43.9	You don't have to talk to, you can be anonymous.
0:46.8	You don't have to worry about someone trying to sell you something.
0:48.6	You can make up your net worth.
0:50.5	You can make up your name.
0:53.0	Make up whatever you want.
0:55.3	Join the show.
0:56.0	Hopefully you're trying to find some value.
0:57.9	So if someone's recommending you buy something or you're wondering if you've got
1:01.6	things set up properly, wanted if you should be making some changes.
1:06.6	Whether you should be putting money in your 401K, 401K, 403B, if someone's trying to sell you a big fat
	...

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