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Money Matters by Allworth Financial

Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7839 Ratings

🗓️ 29 July 2017

⏱️ 53 minutes

🧾️ Download transcript

Summary

The program begins with a call from a 22-year old Washington resident who wants to start preparing for retirement. Scott and Pat then discuss early experiences that led them to want to understand money. Next, a caller asks about 529 plans, what are they used for, and is there any flexibility once they’ve been funded? Lastly, HMA’s Barbara Healy visits the show to talk about the financial impact of losing your spouse, including an analysis of which decisions need to be made right away, and which decisions can wait.

Transcript

Click on a timestamp to play from that location

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.

0:09.0

Hi, this is Scott.

0:10.0

This is Pat.

0:10.7

We've got kind of a lousy program for you this week.

0:13.6

I'm just kidding.

0:14.6

Of course, it's another great program.

0:15.9

That's our best ever.

0:16.9

Hey, we're going to talk about the importance of being ready for retirement, whether plan on retiring now or not, being ready and what that can do for you.

0:23.9

We're also going to talk a little bit about a retirement tune-up.

0:27.3

You'll understand what that means when you listen to the show.

0:29.6

That's right.

0:30.1

So stick around for Hanson McLean's Money Matters. With your financial matters, call now at 1-3-8-2-H-H-A-N-S-O-N.

0:41.4

Welcome to Hanson's Money Matters. I'm Scott Hanson.

0:44.8

I'm Pat McLean. Thanks for joining us.

0:46.2

That's right. Glad you're here with us on this weekend.

0:50.3

Assuming you're listening to us live or a podcast, who knows what day the week it is.

0:53.6

Anyway, both myself and my co-host here, we're both financial advisors, certified financial

0:58.8

planner, chartered financial consultant.

1:00.8

We spend our weekdays meeting with people like yourself and we come here on the weekends

1:05.3

to be your financial advisors on the air and been doing this for a long time.

1:11.4

20 some,

1:12.9

doing the radio show for 21 years.

...

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