Allworth Financial’s Money Matters

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Are “saving” and “not spending money” actually the same thing?

August 18, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls before speaking with long-time Hanson McClain advisor Barbara Healy about a client with a unique spending problem.

Scott and Pat take a call from a man who wants to know if he should invest $150,000 in a popular but controversial fund. A man who loves to invest in real estate thinks it might be time to diversify. A caller wants to know the tax burden on her inheritance. Next, a woman with a much older husband wants to know what they should do with the $340,000 they have in the bank. Lastly, Scott and Pat welcome Hanson McClain advisor, Barbara Healy, who describes a situation with a client who is wired to save and has trouble spending any money.

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