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Money Matters by Allworth Financial

The Current State and Trend of Today’s IPO Market

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 27 October 2018

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the current state of the market, particularly the IPO market. Scott and Pat take a call from a man who wants to know if he should purchase a universal life insurance policy. A caller wants to know where he should invest the money he made from the sale of a property. A caller received an inquiry from a financial advisor. He asked the advisor if he was a fiduciary, to which he replied: “I can be.” Can an advisor really be a part-time fiduciary? 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.

0:14.0

Would you like an opinion on a financial matter you're dealing with?

0:20.0

Whether it is about retirement, investments,

0:22.4

taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.

0:28.4

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

0:41.1

Welcome to Hanson McLean's Money Matters.

0:43.7

I'm Scott Hanson.

0:44.6

I'm Pat McLean.

0:45.3

Thanks for joining us.

0:46.2

That's right.

0:46.5

We are glad you are with us, both myself and my co-host here.

0:49.6

We're our financial advisors.

0:51.2

It's funny, we start to show off every week like that. And I kind of wonder if a

0:54.4

listener, financial advisor, oh, God, enough. We got a real estate agent, financial advisor. What else?

1:03.5

What else? Well, we've been doing the show for 23 years, 23 years, 23 years. Pretty low key, pretty open. We take your calls. You get

1:15.7

to ask us anything you want. It's pretty transparent. And we're practicing financial advisors.

1:21.5

And highly opinionated.

1:22.7

And certified financial planner, chartered financial consultant. While we don't have that many clients today like we did at one point in time,

1:30.3

we still are active,

1:32.7

very much active in the business and active with clients and with client solutions.

1:38.0

We're heavily involved with that.

1:39.9

We have many meetings throughout the week of helping figure out financial planning strategies

...

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