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cover of episode Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security

Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security

2016/10/29
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Bill Thomas) about graceful aging, creativity, and the dignity of cultivating relationships with friends and loved ones. Next, they talk about how investing may be moving from active to more passive trends. They then take a call from a listener looking for advice about when to take social security. Finally, they interview HMA’s Chief Investment officer, advisor David Schauer). 

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.  Ask a question at moneymatters.com, or email Scott and Pat at [email protected]).