The Changing Landscape of Retirement

Money Matters by Allworth Financial

Allworth Financial

Investing, Business, Business:investing

4.7 • 839 Ratings

🗓️ 19 May 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the concept of retirement and how financial planning needs to fit into the new retirement. They also take several calls on everything from tax planning to retirement income planning. Scott and Pat take a call from a man who wants to know what his withdrawal rate should be for a retirement account that is a discretionary fund. A woman who is 53, wants to know how she can go back to school, work and save for retirement. A woman’s husband is getting a $100,000 bonus, and she wants to know what they can do to reduce their tax burden. A man is planning to stop working in three years and wants to know if he should buy a retirement home in Reno, and then rent it out until he retires and sells his current home.

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,
0:05.8	with co-hosts Scott Hanson and Pat McLean.
0:17.3	Want more of Hanson's Money Matters?
0:20.5	Visit HansonMcLean.com forward slash radio to get the Money Matters podcast.
0:30.7	Welcome to Hanson-McClain's Money Matters. I'm Scott Hanson. I'm Pat McLean. Thanks for joining us today as we talk about financial matters, both myself and my co-host
0:39.3	dear Pat.
0:40.3	We're both financial advisors, certified financial planner, charter financial consultant.
0:43.3	We spend our weekdays with people like yourself helping them plan their financial futures.
0:48.3	We come here on the weekends, severe financial advisors on the air.
0:52.3	And this show is primarily around retirement
0:55.4	issues about helping people get prepared for retirement financially, helping them transition into
1:01.4	retirement financially. And then, frankly, it's also a lot of those things, as the boomers are
1:06.1	approaching retirement, looking quite a bit different than their parents. What are the new issues
1:10.1	today that we
1:11.7	deal with? And how do we plan for those before retirement? And then once we're retired, how do we
1:15.5	deal with some of those issues during retirement? And actually, what is retirement? What is
1:21.1	retirement? So I was having this conversation with a friend of mine And I said to him, this whole retirement concept
1:29.4	is really kind of a strange, strange concept. And my friend pointed out that I, it probably,
1:36.8	it's something I should probably put my hands around since I'm in the financial planning.
1:42.9	Well, here's the bottom line.
1:47.5	Look, it's like seeing some of the studies.
1:49.6	A lot of Americans don't have enough money for retirement.
	...

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