The changing face of retirement, behavioral finance, and bypass trusts

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 17 September 2016

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Scott and Pat talk to Catherine Collinson, President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical new face of retirement. Scott and Pat also discuss behavioral finance and how it can affect your retirement transition. Next, they interview one of Hanson McClain’s advisors, Denver-based Adam Peters, about a unique and interesting client experience he had. Lastly, they talk to a caller about bypass trusts. 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.
0:01.1	This is Pat.
0:01.8	We've got a great program lined up.
0:03.5	We're going to start.
0:03.9	We talk a little bit about behavioral finance and how it could impact your retirement.
0:07.7	We're also going to talk with Catherine Collison, who's the president of the Transamerica Institute.
0:12.2	Great study on retirement and retirement planning and how people have changed the face of retirement.
0:19.8	Yep.
0:20.1	And we've got a conversation with one of our advisors and more,
0:23.1	so stick around for Hanson McLean's Money Matters.
0:27.0	Providing guidance as you plan and transition into retirement for over two decades.
0:32.1	Here's Hanson McLean's Money Matters.
0:35.2	Welcome to Hanson McLean's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us.
0:40.0	That's right. Glad you are here with us, as most of you are probably listening to us,
0:44.3	or a good portion of you listen to us on the radio, and some are listened to us on the podcast.
0:48.8	And we just want to say welcome and glad you were investing some of your time with us.
0:52.9	And we promised to do our best to make
0:54.9	your investment worthwhile as you are. Nice job of tying it into investing. Hey, I just got to found out
1:00.5	right now. What are you thinking about that? No. You have the return on their time on an
1:05.6	investing on a, on a weekend day? I can't guarantee it'll be good. Yeah, absolutely not. It might
1:10.3	actually be a waste of your time. It could lose value. Not F't guarantee it'll be good. Yeah, absolutely not. It might actually be a waste of your
1:11.3	time. It could lose value. You could. Not FDIC insured. Your time's not. Anyway, your results may vary.
	...

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