Allworth Financial’s Money Matters

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Protecting Yourself from Bad Investments and Unscrupulous Brokers

August 4, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about how to protect yourself from bad investments and unscrupulous investment advisors.

Scott and Pat take a call from a 33-year old man who purchased life insurance with a cash value from a family friend and wants to know if he should cancel the plan. A caller whose parents co-signed her home loan want to be taken off the mortgage: What can they do? Lastly, Scott and Pat welcome Hanson McClain’s Dave Cox who discusses a unique client-situation with complex legal and logistical issues surrounding declining health and being able to stay in his home for as long as possible.

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