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May 14, 2022

A perfect example of financial planning, and a house call to a man who “accidentally retired.”

On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security.  Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams.  Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.”

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

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