Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters header image 1

Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.

August 5, 2017

On this show, Scott and Pat field numerous calls, including answering a question about protecting children from the downside of a large inheritance, which is followed by a difficult case where a couple is both being forced to retire early. Next, a call about meeting medical expenses during retirement. Lastly, Scott and Pat welcome HMA’s David Cox, an advisor with the company for over 20 years, who shares an important story about a long-time client who came to him with the news that she had only months to live.