The changing face of retirement, behavioral finance, and bypass trusts
Scott and Pat talk to Catherine Collinson, President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical new face of retirement. Scott and Pat also discuss behavioral finance and how it can affect your retirement transition. Next, they interview one of Hanson McClain’s advisors, Denver-based Adam Peters, about a unique and interesting client experience he had. Lastly, they talk to a caller about bypass trusts.
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 firstname.lastname@example.org.
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