Allworth Financial‘s Money Matters
Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.
05 Aug 2017
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.
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
#2425 - Ethan Hawke
11 Dec 2025
The Joe Rogan Experience
SpaceX Said to Pursue 2026 IPO
10 Dec 2025
Bloomberg Tech
Don’t Call It a Comeback
10 Dec 2025
Motley Fool Money
Japan Claims AGI, Pentagon Adopts Gemini, and MIT Designs New Medicines
10 Dec 2025
The Daily AI Show
Eric Larsen on the emergence and potential of AI in healthcare
10 Dec 2025
McKinsey on Healthcare
What it will take for AI to scale (energy, compute, talent)
10 Dec 2025
Azeem Azhar's Exponential View