We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.

Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.

2017/8/5
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this show, Scott and Pat field numerous calls, including answering a question about protecting children from the downside of a large inheritance, which is followed by a difficult case where a couple is* both* being forced to retire early. Next, a call about meeting medical expenses during retirement. Lastly, Scott and Pat welcome HMA’s David Cox, an advisor with the company for over 20 years, who shares an important story about a long-time client who came to him with the news that she had only months to live.