
Sign up to save your podcasts
Or


On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls.
Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how he should save for an emergency fund. Lastly, a woman and her husband retired early with over 3.5 million in retirement savings in addition to a pension, and they want to know which pension option they should select.
Ask a question by clicking here, or email Scott and Pat at [email protected].
By Allworth Financial4.7
813813 ratings
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls.
Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how he should save for an emergency fund. Lastly, a woman and her husband retired early with over 3.5 million in retirement savings in addition to a pension, and they want to know which pension option they should select.
Ask a question by clicking here, or email Scott and Pat at [email protected].

454 Listeners

803 Listeners

757 Listeners

1,313 Listeners

449 Listeners

523 Listeners

750 Listeners

536 Listeners

667 Listeners

197 Listeners

605 Listeners

344 Listeners

807 Listeners

189 Listeners

855 Listeners