Allworth Financial’s Money Matters

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Baby Boomers’ Concerns and Changes in Financial Management Fees

September 15, 2018

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss what Baby Boomers are most concerned about, and what a decrease in management fees means for investors.

Scott and Pat take a call from a 76-year old woman who is continuing to work part-time and is concerned about whether she is financially prepared for retirement. A caller wants to know if he should take a lump sum pension now or wait a few years. A caller wants to know if he should take an early pension and retire from the military. Lastly, Scott and Pat welcome Steve Sprovach, an advisor from our partner firm in Cincinnati, who discusses a client who hated his job but couldn’t afford to retire.

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