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A perfect example of financial planning, and a house call to a man who “accidentally retired”

Author
Allworth Financial
Published
Sat 14 May 2022
Episode Link
http://podcast.moneymatters.com/e/a-perfect-example-of-financial-planning-and-a-house-call-to-a-man-who-accidentally-retired/

On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security.  Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams.  Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.”


 


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