Allworth Financial’s Money Matters

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Saving and Spending for a Fulfilled Life

May 27, 2017

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with an inherited non-qualified annuity. A caller with a defined benefits pension plan then asks if he should take (and invest) a lump sum instead of continuing with monthly payments. Next, they discuss the Fiduciary Rule: a mandate the department of labor recently re-affirmed. Then, Scott and Pat discuss what it means to live a fulfilled life, and when to spend versus when to save money before and during retirement. Lastly, they talk to Hanson McClain Advisor Keith Johnson, who shares the experience of protecting someone (a recent widow) who was at risk of being taken advantage of by her late husband’s advisor.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at at any time to be featured on a future show.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.