Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

Forced retirements, funding college, and liquid investments.

August 25, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several questions, helping callers with concerns about Social Security, paying for a child’s college education, and what to do with an inheritance.

Scott and Pat take a call from a woman who wants to know if her husband should apply for Social Security now, or at age 66. A caller wants to know the best way to fund a 529 plan. A woman inherited $40,000 and wants to know which liquid investments she should consider. Lastly, Scott and Pat welcome Cindy Rogers, an advisor from our partner firm in Cincinnati, who discusses a situation where a client was forced to retire early to care for his elderly mother.

Ask a question by clicking here, or email Scott and Pat at