Social Security and Pension Planning

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 28 April 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls about Social Security, before discussing how to plan for retirement when you have a pension. Scott and Pat take a call from a man who wants to know how the talks of trade tariffs will affect his retirement. A 74-year-old man with a government pension wants to know if he is being short-changed on his Social Security benefits after working and paying into the fund for over 30 years. A caller, whose mother co-signed a student loan for her grandson just before she died, wants to know if the estate is still responsible for the loan. A 62-year old caller with an $80,000 a year pension is concerned that Social Security might not be around much longer. He wants to know if he should apply now or wait until later.

Transcript

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0:00.0	Answering your tough financial questions for the past 21 years, it's Hanson McLean's Money Matters,
0:06.0	with co-hosts Scott Hanson and Pat McLean.
0:14.6	Would you like an opinion on a financial matter you're dealing with? Whether it is about
0:19.2	retirement, investments, taxes, or 401ks,
0:23.1	Scott Hansen and Pat McLean would like to help you by answering your call.
0:27.0	To join Hansen McLean's Money Matters, call now at 1-3-8-8-2-H-A-N-S-O-N.
0:37.4	Welcome to Hansen's Money Matters. I'm Scott Hanson. I'm Pat McClain. to H-A-N-S-O-N.
0:40.0	Welcome to Hanson-Meclain's Money Matters.
0:40.9	I'm Scott Hanson.
0:41.8	I'm Pat McLean.
0:46.7	Glad you are here joining us today as we talk about financial matters, both myself and my co-host.
0:51.2	We are both financial advisors, certified financial planner, chartered financial consultant.
0:54.4	We spend our weekdays meeting meet with people like yourself.
0:57.9	We come here on the weekends to be your financial advisors on the air.
1:02.7	And glad you are here tuning in to us today, whether you're listening to us on a terrestrial radio, like the old school radio, AM station somewhere, or through a podcast, which is
1:08.9	becoming more and more.
1:10.9	I think we have more podcast listeners now that we have.
1:14.1	Conventional.
1:14.6	Conventional.
1:15.2	But anyway, we're glad you are.
1:16.8	So whenever you're listening to us.
1:18.3	But if you're listening conventionally, you can always listen to our podcast.
	...

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