Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.

Money Matters by Allworth Financial

Allworth Financial

Business, Investing, Business:investing

4.7 • 839 Ratings

🗓️ 15 July 2017

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week’s show begins with a conversation about the type of client-centric, non-self-serving advice Scott and Pat provide. This is followed by a series of callers that begins with a question about Social Security and “file and suspend.” Simply, where did it go? Next, a caller who has saved almost $2 million, but feels, based on his lifestyle, that it might not be enough. The episode culminates with a visit from 20-year HMA advisor, our Chief Investment Officer, David Schauer, who checks in with an interesting client story about health savings accounts and IRAs.

Transcript

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0:00.0	The following program is brought to you by Hanson-McLean Advisors, and the views express may not necessarily reflect the views of this station.
0:08.7	Hi, this is Scott.
0:09.8	This is Pat.
0:10.3	We've got a great program for you this week.
0:12.1	One of the things we're talking about, Pat, is why it's more important to be financially prepared for retirement than they actually are retiring in and of itself.
0:20.9	Then we're going to talk a little bit.
0:21.9	How do you avoid regrets about your retirement?
0:24.6	Yeah.
0:24.9	And talk about just some retirement transition strategies.
0:27.2	So stick around for Hansen McLean's Money Matters.
0:29.4	Wondering if you're on track with your financial matters, call now at 1-8-2-H-H-H-H-N-S-O-N. Welcome to Hanson-Meclains, Money Matters. triple eight to hanson that's one triple eight two h a n s o n welcome to hanson mcclain's money
0:40.6	matters i'm scott hanson i'm pat mclean thanks for joining us right we're glad you are here with us
0:45.6	today as we talk about the world of finance and investment and all that stuff both myself and my
0:50.9	co-host we are both financial advisors, certified financial planner, charter financial consultant.
0:56.6	We meet with people like yourself each day during the week and come to the studios to be your financial advisors on the weekends.
1:04.3	Whether you've got advisors you're working with now or you're doing things on your own.
1:08.5	You just started or you're a season veteran or you want a second opinion or a third opinion.
1:14.6	In fact, I can tell you, you come here, you call with a question, you're going to get a biased answer.
1:23.1	Which is what you want.
1:24.5	It's a biased answer.
1:25.6	It's an opinion.
1:26.8	By its very nature, an opinion needs to be biased.
	...

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