Want to create an interactive transcript for this episode?
Podcast: Money Matters by Allworth Financial
Episode: We understand insurance. We don’t sell insurance.
Description: On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path.
Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if h...