The real value of sound financial advice.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 19 January 2019

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-box financial firm. Scott and Pat speak with a caller who is considering spending $35,000 on air-time for a pension. A Bay Area man asks why financial advisors do not work by the hour. A caller in Northern California has $300,000 in stock and is worried about capital gains taxes. A college professor in Texas wants advice before buying a $500,000 annuity. A 50-year-old man in Sacramento is deciding between a lump sum or monthly payouts on his pension. 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 Hanson and Pat McLean.
0:25.8	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson.
0:26.7	I'm Pat McLean.
0:27.4	Glad you are with us, both myself and my co-host here.
0:30.3	We are both financial advisors, certified financial planner, chartered financial consultant.
0:34.8	We spend our week or weekdays meeting with people like yourself.
0:37.9	Come here on the weekends to be your financial advisors on the air. And if you'd like to be part of our
0:43.3	program, we'd love to take your call, answer your questions. And if you'd like to just be
0:50.1	a participant and learn from... Just want to listen or listen to the podcast. Yeah. Glad you're Yeah, I'm glad you're here.
0:55.7	Yeah, glad you're here.
0:57.9	Yes.
0:58.4	And we've been doing this many years.
1:00.6	And yet, we're fortunate enough that
1:03.0	we still have listeners after
1:05.3	20-some odd years.
1:08.4	That's because there's new people being born
1:10.1	every day.
1:11.4	People tuned off.
1:16.9	Truly.
1:17.8	Yeah, well,
1:18.0	every once in a while,
1:19.1	run into something,
	...

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