Allworth Financial‘s Money Matters

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We understand insurance. We don’t sell insurance.

March 2, 2019

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path.

Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit.

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