The Brexit, pensions, Roth IRAs, and dangerous indexed annuities

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 25 June 2016

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters: Scott discusses the “Brexit” and resulting market volatility with Hanson McClain’s Chief Investment Officer, David Schauer. Then, Scott and Pat talk to a caller about pension and life insurance options. They then take a call about funding Roth IRAs for the kids. Lastly, Pat and Scott talk to a caller about the dangers of indexed annuities. 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 for the Financial Times ranked top investment advisor Hanson McLean, it's Hanson McLean's Money Matters.
0:10.3	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson. Pat McLean will be joining us in this next
0:16.0	segment. But here at Hanson McLean's Money Matters, we come to you each week talking about financial
0:20.6	markets and, of course, what's happening? We take calls and questions, that sort of thing. We thought we would do But here at Hans McLean's Money Matters, we come to you each week talking about financial markets.
0:21.3	And, of course, what's happening?
0:22.6	We take calls and questions, that sort of thing.
0:24.2	We thought we would do this first segment with our chief investment officer, David Schauer,
0:29.9	because the markets were quite volatile on last Friday yesterday.
0:35.1	And so I asked David to come in here.
0:37.1	We'll have a little conversation about Brexit and the markets and what individual
0:40.8	investors should be thinking about.
0:42.1	So David, thanks for being here.
0:43.1	Sure.
0:43.4	Good to be back.
0:44.2	And David's been with Hans McLean for almost.
0:48.4	A little over 18 years.
0:49.4	18 years, yeah.
0:50.7	So if you've been to listen to this program for a long time, he's been a guest.
1:00.1	And also, David does our quarterly commentary, video newsletter, whatever he call that thing,
1:01.0	client thing we put out.
1:06.3	At the end of each quarter, David and I sit down for some time on a video thing that we put out talking about the quarter in review and what to expect coming next and we'll be sitting down in a
1:11.8	week or so. But anyway, right now we're talking about Brexit and I think it was a big surprise to
	...

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