Allworth Financial’s Money Matters

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Esoteric Financial Products and Planning for Retirement

February 24, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about esoteric financial products and take several calls.

Scott and Pat take a call from a caller who has Parkinson’s and wants to know how he should handle his investments given the disease. A caller wants to know how his RMD’s should be distributed. A woman who is self-employed managed to save several million dollars over the course of several years and wants to know how she should invest that money. A caller who doesn’t want to be a landlord but is looking for another to invest is curious about REIT’s and wants to know if they are a good investment option. Lastly, Scott and Pat welcome Hanson McClain president Steve Burnett, who discusses a situation with a client who was concerned about retiring.