EPISODE · Feb 11, 2017 · 52 MIN
Tax tips, disappearing pensions, and windfall insurance settlements
from Money Matters by Allworth Financial · host Allworth Financial
On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about “financial advisors” that act as fiduciaries some of the time, while acting like sales people at other times. Then, they talk to a caller about his “frozen pension” after his employer discontinued their pension option. Next, they counsel a caller on how to invest a large insurance settlement she recently received from an accident. Lastly, they talk to Steven J. Olds, CPA of Williams & Olds, CPAs about tax tips for this tax season. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also submit a question at [email protected] at any time to be featured on a future show. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.
What this episode covers
On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about “financial advisors” that act as fiduciaries some of the time, while acting like sales people at other times. Then, they talk to a caller about his “frozen pension” after his employer discontinued their pension option. Next, they counsel a caller on how to invest a large insurance settlement she recently received from an accident. Lastly, they talk to Steven J. Olds, CPA of Williams & Olds, CPAs about tax tips for this tax season. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also submit a question at [email protected] at any time to be featured on a future show. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.
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Tax tips, disappearing pensions, and windfall insurance settlements
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