Allworth Financial’s Money Matters

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The Importance of Keeping a Diversified Retirement Portfolio

July 21, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls and talk about the importance of diversifying your portfolio in retirement.

Scott and Pat take a call from a man who wants to know if he should invest in covered call stock options. A caller who lost his home in the Butte fires wants to know if he will have to pay taxes on a settlement he received from PG&E. A man is getting close to retirement and is considering liquidating his real estate investments to afford retirement, and he wants to know how he can avoid taxes. Lastly, Scott and Pat welcome Hanson McClain advisor, Lauren Williams, who talks about a couple who experienced a health scare and decided to retire sooner than they planned and travel the world.

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