We understand insurance. We don’t sell insurance. episode artwork

EPISODE · Mar 2, 2019 · 52 MIN

We understand insurance. We don’t sell insurance.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path. Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit. Ask a question by clicking here, or email Scott and Pat at [email protected].

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We understand insurance. We don’t sell insurance.

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