Description
What will you be retiring to?
Don't just wing it. Design it.
Join our next Design Your New Life in Retirement small group program starting on April 26th. There's one spot left...
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What lessons learned can you glean from a top financial advisor who's helped many people successfully retire?
Scott Hanson, of Allworth Financial, joins us to share his insights and discuss the Four Pillars you'll want to put in place to build the satisfying retirement you've earned.
Scott Hanson joins us from California.
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Bio
Scott Hanson is a founding principal and Vice Chair at Allworth Financial.
A nationally recognized financial expert, he’s been named to Barron’s list of the Top 100 Independent Wealth Advisors in America numerous times and has been listed as one of the 25 most influential people in the financial services industry nationwide.
For over 28 years, Scott has co-hosted Allworth Financial’s Money Matters, a call-in, financial topic radio program and podcast, making it one of the longest-running shows of its kind in America.
A frequent guest columnist for several national financial publications, Scott is the author of Personal Decision Points: 7 Steps to Your Ideal Retirement Transition and Money Matters: Essential Tips & Tools for Building Financial Peace of Mind.
In 2010, Scott was recognized as the Outstanding Philanthropist by the Association of Fundraising Professionals, California Capital Chapter, and has received the Distinguished Alumni Award from his alma mater, California State University, Chico. It 2021, he was recognized by Investment News as one of the 10 “Icons and Innovators” of the financial services industry nationwide.
In 2019, Scott was the inspiration behind the founding of Allworth Kids, which has provided laptops, overnight kits, and financial assistance to over 200,000 foster kids to date.
Scott and his wife Valerie reside in El Dorado Hills, CA and have four children.
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For More on Scott Hanson
Allworth Financial
Allworth Financial’s Money Matters
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Podcast Episodes You May Like
Life in Retirement: Expectations & Realities – Catherine Collinson
Live Life in Crescendo – Cynthia Covey Haller
Independence Day – Steve Lopez
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Wise Quotes
On Work as an Option
"So I think it's really important that people get to a point where retirement's an option and where work is an option, not an obligation. When people get to that point where they have the financial independence, I think it changes their mindset and they can look at work a lot differently. They have other options available to them. And so for us, for financial advisors, it's really about getting to that point where you've got that independence where you can choose your own future."
On Planning for Life After You Retire
"A lot of people think 'Well, as soon as I retire, I'm going to get rid of all my responsibilities and just going to have all kinds of blank space and a blank canvas to build from.' That's not always a very healthy way to approach retirement. I'll never forget, years ago, I had a client, she was an executive, a CEO of a mid-size company with a couple of hundred employees, and she had done a nice job saving. She'd come in and we'd talk about her retirement preparedness. So we're having the same conversation again - our annual review. And I said to her 'Stacy, let's assume you're retired today. Tell me what your next few weeks look like. How are you spending your time?
Your retirement? You could wing it, but that's not you.
Design Your Future. Join our Design Your New Life in Retirement Program – two new groups start in January.
Learn more
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To retire or to work longer? There's another option that may be just right for you -...
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Take Charge of Your Future. Imagine Possibilities with Design Thinking - and Test Them.
Join our Design Your New Life in Retirement Program - two new groups start in January.
Learn more
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Getting older brings questions. Debra Whitman, PhD, the Chief Public Policy...
Published 11/14/24