Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy. episode artwork

EPISODE · Jul 29, 2017 · 52 MIN

Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.

from Money Matters by Allworth Financial · host Allworth Financial

The program begins with a call from a 22-year old Washington resident who wants to start preparing for retirement. Scott and Pat then discuss early experiences that led them to want to understand money. Next, a caller asks about 529 plans, what are they used for, and is there any flexibility once they’ve been funded? Lastly, HMA’s Barbara Healy visits the show to talk about the financial impact of losing your spouse, including an analysis of which decisions need to be made right away, and which decisions can wait.

Episode metadata supplied by the publisher feed · Published Jul 29, 2017

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Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.

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