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

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 5 August 2017

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

Transcript

Click on a timestamp to play from that location

0:00.0	The following program is brought to you by Hanson-McLean advisors,
0:03.4	and the views express may not necessarily reflect the views of this station.
0:09.0	Hi, this is Scott.
0:10.1	This is Pat.
0:10.8	At this program, we're going to take a lot of calls.
0:12.8	We've decided, let's see how many calls we can get in that program.
0:15.9	And then we're going to talk with Dave Cox, one of our long-term advisors here at Hanson McLean, and he's going to share
0:21.9	with us a story about how he was able to help a client protect that person's beneficiaries
0:27.7	from themselves.
0:29.0	Yeah.
0:29.2	Interesting, interesting story.
0:30.7	Stick around for Hanson McLean's Money Matters.
0:32.7	Wondering if you're on track with your financial matters, call now at 1-8-2-H-H-H-H-A-N-S-O-N.
0:41.8	Welcome to Hanson-Machin's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:47.1	That's right. We are glad you here with us on this weekend August August
0:54.3	Yeah
0:55.3	Yeah
0:56.5	Long summer
0:57.4	What do you mean
0:59.1	It's been a long summer
0:59.9	Some summer seem longer than others
1:03.4	They never
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Allworth Financial, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Allworth Financial and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.