EPISODE · Aug 8, 2020 · 1H
Retirement planning for couples
from Money Matters by Allworth Financial · host With Scott Hanson and Pat McClain
On this week’s Money Matters, Scott and Pat discuss the unique financial planning challenges for married couples. They also break down the differences between Donald Trump's and Joe Biden’s tax proposals in an exclusive podcast segment. Scott and Pat advise a Colorado man, with $2 million saved, about planning his retirement account distributions. A woman in California is trying to merge her vision of retirement with her husband's, who wants to continue working. Scott and Pat speak with a caller who is concerned about Social Security’s solvency. Finally, a recently laid-off husband, with $2.5 million saved, asks how he should take his pension. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
What this episode covers
On this week’s Money Matters, Scott and Pat discuss the unique financial planning challenges for married couples. They also break down the differences between Donald Trump's and Joe Biden’s tax proposals in an exclusive podcast segment. Scott and Pat advise a Colorado man, with $2 million saved, about planning his retirement account distributions. A woman in California is trying to merge her vision of retirement with her husband's, who wants to continue working. Scott and Pat speak with a caller who is concerned about Social Security’s solvency. Finally, a recently laid-off husband, with $2.5 million saved, asks how he should take his pension. Ask a question by clicking here, or email Scott and Pat at [email protected]. Download and rate our podcast here.
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Retirement planning for couples
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