Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

The Problem with Life Insurance as an Investment

June 2, 2018

On this week’s Hanson McClain’s Money Matters radio showScott and Pat take several calls and talk about the increase in the sale of life insurance as a retirement investment.

Scott and Pat take a call from a woman who is heavily invested in real estate and wants to know if she should purchase more. A retired teacher with a pension wants to know if his Social Security will be affected by his salary from a part-time job. A caller wants to know the ABCs of preferred stocks, and how much of his portfolio should be reserved for them. Lastly, Scott and Pat welcome Hanson McClain President Steve Burnett, who discusses a client who hoped to retire but wasn’t sure she could afford it.