A perfect example of financial planning, and a house call to a man who “accidentally retired” episode artwork

EPISODE · May 14, 2022 · 51 MIN

A perfect example of financial planning, and a house call to a man who “accidentally retired”

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security.  Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams.  Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.”   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at [email protected].

Episode metadata supplied by the publisher feed · Published May 14, 2022

Embed this episode

Ready to play

A perfect example of financial planning, and a house call to a man who “accidentally retired”

0:00 51:11

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 51 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on May 14, 2022.

Can I download this Money Matters by Allworth Financial episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!