The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 6 August 2016

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott and Pat talk about the drawbacks of a bull market. They follow that up with a discussion on estate planning with John Palley, a professional estate planner from Meissner, Joseph & Palley. Lastly, Pat and Scott talk to a caller about planning for taxes when taking out RMDs. 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	The following program is brought to you by Hanson McLean Advisors, and the views express may not necessarily reflect the views of this station.
0:07.3	All right, this is Scott.
0:08.5	Pat.
0:09.0	Hey, we've got a great program lined up.
0:10.5	The first thing we're going to talk about why you shouldn't always be happy when the stock market goes up.
0:15.1	Sounds crazy?
0:16.2	We've got a great guest, John Pally, with common estate planning, problems, techniques, and he's going to dish some dirt, some real life stories.
0:26.2	And we're also going to talk about, we have got a caller that ask about a required minimum distribution with retirement plans.
0:31.5	Really how to best manage your retirement plan so you're not paying too many taxes later on.
0:35.3	So stick around for Hanson McLean's Money Matters.
0:39.1	And now for the Financial Times ranked top investment advisor Hanson McLean, it's Hanson
0:45.0	McLean's Money Matters.
0:47.5	Welcome to Hanson's Money Matters.
0:49.8	I'm Scott Hanson.
0:50.6	I'm Pat McLean.
0:51.9	Glad you're here with us on this, whatever day you're listening to.
0:55.2	It's broadcast, of course, on the weekends, but a lot of people listen to a podcast.
0:58.8	Whatever day is convenient for you.
1:01.2	That's right.
1:01.9	It's all about you.
1:02.8	And so I was listening to that intro.
1:05.9	So we're Financial Times top something or other
	...

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