The Demise of the DOL Fiduciary Rule and What It Means for You

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 29 September 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls. Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how he should save for an emergency fund. Lastly, a woman and her husband retired early with over 3.5 million in retirement savings in addition to a pension, and they want to know which pension option they should select. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Transcript

Click on a timestamp to play from that location

0:00.0	Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean.
0:17.7	Would you like an opinion on a financial matter you're dealing with?
0:21.7	Whether it is about retirement, investments, taxes, or 401ks,
0:26.3	Scott Hanson and Pat McLean would like to help you by answering your call.
0:30.3	To join Hanson McLean's Money Matters, call now at 1-3-8-2-H-H-A-N-S-O-N.
0:36.9	That's 1-3-8 to H-A-N-S-O-N.
0:42.7	Welcome to Hanson, Money Matters.
0:44.9	I'm Scott Hanson.
0:45.8	I'm Pat McLean.
0:46.6	Glad you're with us today as we talk about financial matters,
0:49.3	both myself and my co-host here, Pat.
0:51.7	We're both financial advisors, certified financial planner,
0:55.3	charter financial consultant.
0:57.7	We spend our weekdays with people like yourself.
0:59.7	Our show comes here on the weekends to be your financial advisors on the air.
1:01.8	And so whether you've got advisors you work with now
1:03.8	or you're...
1:04.8	No or not.
1:05.8	We would like you to consider us
1:07.1	another place for great information.
1:09.2	Actually, the place for information.
1:13.6	Another place.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.