Allworth Financial’s Money Matters

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The Role of a Fiduciary and the Importance of Retirement Planning

March 24, 2018

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the role of a fiduciary and the importance of planning for retirement at least 3 years in advance.


Scott and Pat take a call from a federal employee who wants to know what’s the best way to handle his Thrift Savings Plan. A caller wants to know why there are hidden fees in his account when his advisor is supposed to be acting as a fiduciary. A couple recently sold their home and wanted to know if they should purchase a new home or continue to rent and invest the money from the sale of their home. Scott and Pat welcome Hanson McClain advisor, Pat Henry, who discusses a situation with a client who thought they couldn’t retire but determined that they could after completing the retirement planning process.