The Top 5 Retirement Income Decisions Facing Older Workers

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 10 March 2018

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new study on retirement income decisions from Stanford’s Center on Longevity. Scott and Pat take a call from a man who wants to know if he should purchase a retirement home in Nevada now and rent it for two years until he is ready to retire. A woman who has a whole life insurance policy wants to know if she should cash out the policy or hold on to it. A recent widow is calling to determine at what age she can start collecting on her husband’s Social Security benefit. Lastly, a caller wants to know how he can avoid capital gains taxes when selling company stock he inherited.

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,
0:06.5	with co-hosts Scott Hanson and Pat McLean.
0:19.8	Hi, this is Scott.
0:21.0	This is Pat.
0:21.8	And if you're sitting there face and re-time, what are those things you're most worried about?
0:26.3	In today's program, we're going to look at a study that the Stanford Center on Longevity
0:30.3	did that addresses some of these very things.
0:32.3	We're going to talk about the five things that people just like yourself worry about and try to solve these issues before
0:39.3	they go into retirement. So stick around for Hansen McClain's money matters. Would you like an
0:45.5	opinion on a financial matter you're dealing with? Whether it is about retirement, investments,
0:50.9	taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:57.0	To join Hanson McLean's Money Matters, call now at 1-3-8-8-2-H-H-A-N-S-O-N.
1:08.7	Welcome to Hanson's Money Matters. I'm Scott Hansen. I'm Pat McLean. Thanks for joining us today
1:14.5	as we talk about financial matters, money issues, and take your calls, answer questions, and
1:21.0	our main objective is to help you make some wise choices with your finances. Both myself and my
1:26.8	co-host here.
1:31.1	We are both financial advisors, certified financial planner, chartered financial consultant.
1:33.2	We meet with people like yourself during the weekends.
1:36.6	And we come here on the week, the weekdays.
1:40.1	We meet with people during the weekdays.
1:41.8	We come here on the weekends.
1:43.9	Thank you for the clarification there, Pat.
	...

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