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Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 2 March 2019

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path. Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit. 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,
0:04.2	it's Hanson McLean's Money Matters, with co-hosts Scott Hanson and Pat McLean.
0:24.8	Would you like an opinion on a financial matter you're dealing with?
0:31.6	Whether it is about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:33.9	To join Hanson McLean's Money Matters, call now at 1-3-8 to Hanson.
0:39.2	That's 1-3-8 to H-A-N-S-O-N.
0:45.4	Welcome to Hanson's Money Matters.
0:47.9	I'm Scott Hanson.
0:48.8	I'm Pat McLean.
0:49.5	Glad you are with us today as we talk about financial issues, both myself and my co-host here, we're
0:55.0	both financial planners, certified financial planner, chartered financial consultant.
0:59.5	We spend our weekdays with people like yourself.
1:01.3	Come here on the weekends to be your financial advisors on the air.
1:04.9	And in full disclosure, we're not always here on the weekends.
1:06.7	Oftentimes it's pre-recorded during the week.
1:08.6	But nonetheless, we broadcast this on the weekends.
1:11.4	So as far as you know, we're here on the weekends. Or on your podcast?
1:15.3	I think we have more listeners via podcast now. So we're financial advisors all the time.
1:20.6	Four podcast listeners and two terrestrial. That's right, including my mother.
1:25.2	We're all in. And if you want to join us, you have a question for us, some financial, something you're
1:30.2	dealing with.
1:30.9	Maybe you're wondering if you're able to retire soon or want to be in a position so retirement's
	...

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