Purposeful retirements, the value of a note on a property, and financial planning during a family emergency

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 8 October 2016

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Rich Feller about leading a purposeful, happy existence in retirement. They then discuss longevity and how it is changing today’s view of what it means to be over 65. Next, they talk to a caller about the value of a note on a property. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Barbara Healy, about a unique experience she had financial planning for a family emergency. 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. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Transcript

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0:00.0	Hi, this is Scott. This is Pat. We've got a great program today. We're going to talk about longevity and how it's changing baby boomers' view of retirement. We have a fascinating conversation with Dr. Rich
0:21.8	Feller and he's talking about what the third act of life looks like. How do people need a purposeful,
0:28.4	happy retirement? Yeah, that's right. And we're also going to talk about the valet caller
0:31.9	has a question about a note on a piece of property and we've got an advisor story that you'll
0:36.3	want to hear. So stick around for Hanson McLean's Money Matters.
0:41.7	Providing guidance as you plan and transition into retirement for over two decades.
0:46.9	Here's Hanson McLean's Money Matters.
0:50.8	Welcome to Hanson McLean's. Money Matters.
0:55.0	Should have been those peanuts before the show.
0:57.2	Are you okay?
0:57.7	I'm fine.
0:58.3	I'm Scott Hanson.
0:59.2	Pat McLean.
0:59.9	Thanks for joining us.
1:01.0	Sorry about that.
1:01.6	Yeah, you should have spent another week at radio school there, Scott.
1:04.8	I know.
1:05.2	I apologize for that.
1:05.9	Anyway, this is Hanson McLean's Money Matters.
1:08.2	Scott Hansen and Pat McLean's Money Matters. Scott Hanson and Pat McLean, we are both financial advisors.
1:11.3	Not radio personalities by any means or you wouldn't be coughing into the microphone like that.
1:17.3	I tried to reach the cough button, but I was getting pointed and I was supposed to start
	...

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