Forced retirements, funding college, and liquid investments.
On this week’s Hanson McClain’s Money Matters, Scott and Pat take several questions, helping callers with concerns about Social Security, paying for a child’s college education, and what to do with an inheritance.
Scott and Pat take a call from a woman who wants to know if her husband should apply for Social Security now, or at age 66. A caller wants to know the best way to fund a 529 plan. A woman inherited $40,000 and wants to know which liquid investments she should consider. Lastly, Scott and Pat welcome Cindy Rogers, an advisor from our partner firm in Cincinnati, who discusses a situation where a client was forced to retire early to care for his elderly mother.
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