Living abroad during retirement

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 20 May 2017

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about taking a lump sum instead of monthly payments on a defined benefit pension plan. Next, they discuss Morgan Stanley’s recent purge of their Vanguard mutual funds. Then, a caller asks about what to do with the funds from her home sale as she moves into an independent living facility. Lastly, a caller requests advice on retiring abroad. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

Transcript

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0:00.0	Hi, this is Scott.
0:11.2	This is Pat.
0:11.9	In today's show, maybe you receive an offer for a pension buyout.
0:15.2	He had a couple years of service at a firm years ago, whatnot.
0:18.4	There's pensionment frozen.
0:19.4	We're seeing this all the time.
0:20.3	We're going to talk about it. We're also going to talk about how
0:22.4	Vanguard, one of the mutual
0:24.5	fund giants, is getting the boot.
0:26.8	Yeah, the brokerage firm's kicking them out because
0:28.6	they don't want to pay back-end deals
0:30.7	apparently. Crazy. And we're going to talk
0:32.5	with a caller about retiring abroad, so stick
0:34.7	around for Hanson-Main's Money Matters.
0:47.6	And now, nationally recognized financial experts, Scott Hanson and Pat McLean of Hanson-McLean advisors. It's Money Matters.
0:53.8	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson.
0:57.4	Pat McLean.
0:58.6	Glad you're with us on this day as we're talking about the world of finance and hopefully having some fun.
1:04.9	Myself and my co-hosts, we're both financial advisors.
1:07.8	Don't let that scare you.
1:10.6	You know, it's funny. It's funny. There are times I'm in public and someone I'll meet somebody. What do you do?
1:16.6	I like, you want to tell them?
	...

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