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 questions@moneymatters.com.

The Demise of the DOL Fiduciary Rule and What It Means for You 52:45 Share

Allworth Financial‘s Money Matters

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The Demise of the DOL Fiduciary Rule and What It Means for You