Allworth Financial’s Money Matters

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The Impact of a Forced Retirement

October 6, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about forced retirement and the impact it can have your financial plan.

Scott and Pat take a call from a woman who became disabled and had to retire: She’d like advice on how to adjust her portfolio. A caller wants to know if applying for disability now will impact his Social Security benefit later. A man wonders if he can lose his pension once he’s vested. Lastly, Scott and Pat welcome Hanson McClain advisor Justin Wilson, who recalls a client who wanted to retire young but wasn’t sure he could afford it.