Allworth Financial‘s Money Matters
431 episodes - English - Latest episode: 3 days ago - ★★★★★ - 542 ratingsFor more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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Episodes
Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
November 05, 2016 07:01 - 52 minutes - 36.8 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Carol Fishman Cohen, CEO and Co-Founder of iRelaunch, a service for professionals seeking to return to work after a hiatus and for employers recruiting from this talent pool. Next, they talk about the election, and what that might mean for your finances. They then take calls from listeners looking for financial advice. Finally, they interview one of Hanson McClain’s advisors, Laurie Kyro. View Carol Fishman Cohen ‘s TED...
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
October 29, 2016 07:01 - 52 minutes - 36.8 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Bill Thomas about graceful aging, creativity, and the dignity of cultivating relationships with friends and loved ones. Next, they talk about how investing may be moving from active to more passive trends. They then take a call from a listener looking for advice about when to take social security. Finally, they interview HMA’s Chief Investment officer, advisor David Schauer. Scott Hanson and Pat McClain have been h...
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
October 22, 2016 08:00 - 52 minutes - 36.8 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Jeff Williams, chief coach for Bizstarters.com, which helps Boomers turn a skill, idea or interest into an income-producing enterprise. Next, they talk about society’s changing view of retirement. They then take calls from listeners looking for financial advice before interviewing one of Hanson McClain's advisors, Dave Cox. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for o...
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
October 15, 2016 15:00 - 52 minutes - 36.8 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Art Koff, CEO/Founder of RetiredBrains.com, about the ten best international destinations for retirees. They then discuss the recent headlines regarding financial companies accused of unethical behavior. Lastly, they interview one of Hanson McClain's advisors, Justin Wilson. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from th...
Purposeful retirements, the value of a note on a property, and financial planning during a family emergency
October 08, 2016 15:00 - 52 minutes - 36.8 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Rich Feller about leading a purposeful, happy existence in retirement. They then discuss longevity and how it is changing today’s view of what it means to be over 65. Next, they talk to a caller about the value of a note on a property. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Barbara Healy, about a unique experience she had financial planning for a family emergency. Scott Hans...
Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
September 30, 2016 21:05 - 52 minutes - 36.8 MBScott and Pat speak with author and speaker Kerry Hannon about how to make work fulfilling again. They then discuss the proposed changes to Roth IRAs that could hurt investors. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Pat Henry, about unique 401k distribution strategies. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial...
Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
September 24, 2016 15:00 - 52 minutes - 36.8 MBScott and Pat speak with Chris Farrell, economics editor for Marketplace Money and author of Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community, and the Good Life. Scott and Pat also discuss rising interest rates and how that may affect your retirement. Next, they talk to a caller who’s worried about having enough money to retire. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Dave Cox, about an interesting client experience he had. ...
The changing face of retirement, behavioral finance, and bypass trusts
September 17, 2016 15:00 - 48 minutes - 34.1 MBScott and Pat talk to Catherine Collinson, President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical new face of retirement. Scott and Pat also discuss behavioral finance and how it can affect your retirement transition. Next, they interview one of Hanson McClain’s advisors, Denver-based Adam Peters, about a unique and interesting client experience he had. Lastly, they talk to a caller about bypass trusts. Scott Hanson and Pat McClain have been ...
Discovering your passions in retirement, and the impact of low interest rates on the stock market
September 10, 2016 15:00 - 49 minutes - 34.5 MBScott and Pat talk to Nancy Collamer, a specialist in helping people discover their career passions in retirement or semi-retirement. Scott and Pat also discuss the impact of low interest rates on the stock market. Next, they talk to Hanson McClain Advisors’ Chief Investment Officer, David Schauer, about some unique and interesting client experiences he’s had. Lastly, they talk to a caller about what to do with a windfall from the sale of a property. Scott Hanson and Pat McClain have been ...
Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
September 03, 2016 15:00 - 48 minutes - 33.9 MBScott and Pat take a question from a widow looking to both retire and still contribute to her IRA. Next, we take a question from a teacher looking for last minute investment guidance ahead of retirement. Lastly, a question from a state worker asking about buying back service credit. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a questi...
Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
August 27, 2016 15:00 - 49 minutes - 34.4 MBScott and Pat talk about what the recent changes to labor productivity mean for your retirement. They follow that up with an interview with retirement coach Larry Jacobson, author of Top 5 Retirement Planning Secrets. Lastly, Pat and Scott speak with a caller who is looking for a way to make a struggling business become profitable. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of caller...
Dangerous new investment scams, tax tips, and ways to save extra money for retirement
August 20, 2016 15:00 - 49 minutes - 34.6 MBScott and Pat talk about new investment scams that are wreaking havoc on savers. They follow that up with a discussion on tax planning with Kristina Mapes, CPA, a partner at Van Erp, Petersen, & Babcock , LLP. Lastly, Pat and Scott talk to a caller who wants to know how to establish an emergency fund for retirement. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety o...
Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
August 13, 2016 15:00 - 49 minutes - 34.5 MBScott and Pat talk about dangerous products that brokers try to pitch investors. They follow that up with a discussion about emotionally preparing for retirement with Dr. Rick Steiner. Then, they talk about using money as a tool to accomplish goals in your life. Lastly, Pat and Scott talk to a new grandmother about funding her grandchild’s college education. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questio...
The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
August 06, 2016 15:00 - 51 minutes - 35.8 MBScott and Pat talk about the drawbacks of a bull market. They follow that up with a discussion on estate planning with John Palley, a professional estate planner from Meissner, Joseph & Palley. Lastly, Pat and Scott talk to a caller about planning for taxes when taking out RMDs. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question a...
Underfunded pension plans, life after retirement, and effective charitable giving
July 30, 2016 15:00 - 49 minutes - 34.5 MBScott and Pat talk about underfunded pension plans. They then discuss life after retirement with Dr. Jacquelyn James from the Center on Aging and Work at Boston College. Lastly, Pat and Scott talk to a caller about effective ways to donate to charity. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email...
Investing funds from the sale of a business, company pensions and Social Security
July 23, 2016 15:00 - 49 minutes - 34.5 MBScott and Pat talk with a caller about where to invest funds from the sale of a business. They then field a question from someone who wants to know if they can withdraw from both their pension and Social Security, and still collect from each in full. Lastly, Pat and Scott talk to a caller about when to withdraw from a 457 plan versus applying for Social Security. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered q...
The impact of Brexit, and perspective on negative interest rates
July 16, 2016 15:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat revisit the impact (or lack thereof) that Brexit has had on the economy. Next, they discuss negative interest rates. They then address underfunded state and municipality pensions, and possible repercussions. Then, Scott and Pat talk about low mortgage interest rates. Lastly, they talk about driving for Uber and staying busy with other “gigs” in retirement. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matt...
Paying for healthcare, the fiduciary standard, and paying off debt
July 09, 2016 15:00 - 51 minutes - 35.8 MBScott and Pat talk with a caller about whether or not he has enough assets to pay for his spouse’s healthcare. Then they field a question from someone who wants to know about the new laws regarding fiduciary advisors. Lastly, Pat and Scott talk to a caller about the best way to pay off their credit card debt. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of fina...
The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
July 02, 2016 15:00 - 47 minutes - 30.3 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat discuss the market and interest rate volatility related to “Brexit.” Scott and Pat then talk to a caller about how a 529 for a child’s education impacts their eligibility for financial aid. They then field a question from a caller who wonders if he can afford to buy a home. Lastly, Pat and Scott talk to a caller about what to do with funds from the sale of a business. Scott Hanson and Pat McClain have been hosting Hanson McClain...
The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
June 25, 2016 15:00 - 46 minutes - 29.8 MBOn this week’s Hanson McClain’s Money Matters: Scott discusses the “Brexit” and resulting market volatility with Hanson McClain’s Chief Investment Officer, David Schauer. Then, Scott and Pat talk to a caller about pension and life insurance options. They then take a call about funding Roth IRAs for the kids. Lastly, Pat and Scott talk to a caller about the dangers of indexed annuities. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 yea...
Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
June 18, 2016 15:00 - 47 minutes - 28.4 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat talk about the importance of making sure your advisor is a fiduciary, followed by a discussion about interest rates. Next, they talk to a caller about when to take, and what to do with their required minimum distributions. They then talk about the dangers of non-traded real estate investment trusts (REITS). Lastly, Pat and Scott talk to a caller who is looking to retire soon and wants to get their finances in order. Scott Hanson...
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
June 11, 2016 15:00 - 46 minutes - 28.6 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat talk about new empty nesters during this graduation season. Next, they talk to a caller who is trying to figure out how to fund her parents’ stay in an assisted living facility. They talk to a caller who wants a second opinion about an indexed annuity. Lastly, Pat and Scott give advice about the basics of saving and getting your finances in order.
Negative interest rates, fiduciary advisors, and Roth IRAs
June 04, 2016 15:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller who is curious about negative interest rates. We then explain to a caller how to find a financial advisor who is a fiduciary. Lastly, we talk to someone who wonders if a Roth IRA is a good option for their portfolio. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a quest...
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
May 28, 2016 15:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about how to invest funds from the sale of a property. Scott shares fascinating economic observations from his recent trip to Cuba. Then we talk to a caller that is nearing retirement, has a paid off his mortgage, but has little other savings. Lastly, we talk to someone about how to best fund a parent’s home care. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, an...
Recovering losses from an old annuity, and maximizing returns during retirement
May 21, 2016 15:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about recovering losses from an old annuity. We then take a call from a retiree looking for investment strategies that will maximize his returns. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatte...
What should be done with old annuities?
May 14, 2016 15:00 - 48 minutes - 34.2 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about what to do with an old annuity. Then, we take a call from a retired teacher looking for the best options for investing an old annuity and other savings. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email Scott and Pat at question...
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
May 07, 2016 15:00 - 48 minutes - 34 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about where to invest money from the sale of a business. We then take a call about applying for student loans later in life, and how to pay them off. Next, a call about the ideal way to pay for a child’s college education. Lastly, Scott and Pat talk about the tax advantages of converting a IRA to a Roth IRA. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have...
IRAs vs. Roth IRAs and 401k Plans
April 30, 2016 15:00 - 48 minutes - 34 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about the differences between a regular IRA and a Roth IRA. Then we take a call about what to do when her company dropped their 401k plan. Lastly, Scott and Pat talk to a government worker who wants to know how to invest their 401k upon retirement. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of...
Social Security and Medicare, old stock certificates, and the fiduciary standard
April 23, 2016 15:00 - 48 minutes - 33.8 MBOn this week’s Hanson McClain’s Money Matters: We talk to a caller about Social Security and Medicare. Then, we take a call about what to do with an old stock certificate. Lastly, Scott and Pat discuss the importance of working with an advisor that follows the fiduciary standard. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question ...
Scott’s new book, capital gains, and CDs
April 16, 2016 15:00 - 48 minutes - 33.8 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about Scott’s new book, Personal Decision Points. Next, we take a call about capital gains and charitable remainder trusts. Lastly, Scott and Pat talk to someone nearing the maturation date of a CD, who is wondering if they should buy another one, or invest elsewhere else. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions ...
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
April 09, 2016 15:57 - 49 minutes - 34.4 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about creating a positive attitude as you approach retirement. Next, we take a call about inherited assets, followed by a question about the most tax-effective way to save money for the future. Lastly, Scott and Pat talk about hedge funds, before concluding with a discussion about pending changes to the fiduciary standard. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio s...
RMDs, saving for retirement, mutual funds, and a special guest
April 02, 2016 18:30 - 48 minutes - 33.9 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about what to do with funds received from RMDs. Next, we take a question about making sure one is properly saving for retirement. Then, a question about mutual funds. Lastly, we talk to Hanson McClain’s Chief Investment Officer, David Schauer, about the first quarter in the markets. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered qu...
Advisor fees, annuities, and automatic rebalancing
March 26, 2016 16:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about the cost of working with an advisor. Next, we take a question about whether to terminate or ride out a variable life insurance policy. Lastly, a question about automatic rebalancing on a 401k that’s still with a previous employer. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety ...
RMDs, working with an investment advisor, and investing liquid assets
March 19, 2016 16:00 - 48 minutes - 34.2 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about how to determine which retirement accounts to withdraw from first. Next, we take an interesting question about working with an investment advisor. Lastly, an inquiry about investing liquid assets in retirement. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics....
Preparing investments for retirement, and state employee service credit
March 12, 2016 16:00 - 48 minutes - 34.2 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about preparing for retirement when self employed. Next, we take a question from teacher looking for investment guidance ahead of retirement. Lastly, a question from a state worker asking about buying back service credit Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial top...
Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.
March 05, 2016 16:00 - 48 minutes - 33.7 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about what it means to be properly diversified. Next, we take a question from a widow looking to retire and still contribute to her IRA. Lastly, a question about “means testing” Social Security from a retired state worker that actually had to go back to work. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of...
State pensions, Social Security, helping children save for retirement, and indexed annuities
February 20, 2016 16:00 - 48 minutes - 34 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about how receiving a state pension affects Social Security income. Next, we take a question from a caller asking the best way to help his children start saving for retirement once they graduate from college. Lastly, a question about Live Abundant indexed annuities. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from th...
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
February 13, 2016 16:00 - 48 minutes - 34 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with Scott and Pat advising a man with a “structured cash flow” plan that promised unrealistic returns. Next, we take a question from a caller asking about a market index annuity sold by his bank. Lastly, a question about a flexible 401k plan. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of fina...
2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care
February 06, 2016 16:00 - 48 minutes - 34 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about the dangers of Variable Universal Life insurance as an investment option. Next, we take a call about investment options for an elderly person that just came into a large amount of money. Lastly, a question from someone asking about buying an annuity for their 90-year old mother as a way to pay for long-term care. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show ...
1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs
January 30, 2016 16:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: The episode begins with a caller inquiring about the best places to invest funds from RMDs. Next, we take a call about single life versus survivor insurance options on a pension. Lastly, we answer a question about setting up a Roth IRA. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a questi...
1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness
January 23, 2016 16:00 - 48 minutes - 34.1 MBOn this week’s Hanson McClain’s Money Matters: Scott and Pat welcome new listeners in the Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA) markets! The episode begins with a discussion about the recent volatility in the financial markets. We then field a call regarding fixed annuities from a relative of a person with Alzheimer’s. Next, we take a call about rolling over assets from a traditional 401K into a Roth near retirement in a bear market. Lastly, we take a call from someone seekin...
January 16, 2015
January 16, 2016 16:00 - 48 minutes - 34 MBOn this week’s Money Matters: Scott and Pat welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a discussion about recent market volatility. We then field a call about accelerating retirement investments by age 67. Next, we take a call about the best time to roll over an old ESOP plan. Lastly, we take a call about how much a person should save outside a public-sector employee pension. Scott Hanson and Pat McClain have been hosting Hanso...
January 9, 2016
January 09, 2016 16:00 - 48 minutes - 34.1 MBOn this week’s Money Matters: We welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a couple asking Scott and Pat how to prepare for a retirement that seems to be approaching too fast. Then we receive a call about whether it’s better to let the state or a financial advisor manage one’s 457, which leads to a discussion about how to check the quality of your financial advisor. Lastly, a call about the benefits of paying off the mortgage befo...
January 2, 2016
January 04, 2016 17:53 - 48 minutes - 39.6 MBOn this week’s Money Matters: The episode begins with a call about what kinds of returns should be expected from one’s investments. Then they take a call about RMDs, followed by a discussion on Net Unrealized Appreciation. Next, a call about whether to use extra money to pay off a rental property, or invest. Then, a call about setting up a 529 for a grandchild. Lastly, a call about investing in an immediate annuity. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Ma...
December 26, 2015
December 30, 2015 19:45 - 48 minutes - 34.2 MBOn this week’s Money Matters: The episode begins with a call about REITs and whether or not they are good investments. Then they take a call about setting up a mutual fund for a grandchild, followed by a question about longevity insurance. Lastly, a call asking about options to pay for a child’s college education. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of fin...
December 19, 2015
December 19, 2015 16:52 - 48 minutes - 34.2 MBOn this week’s Money Matters: The episode begins with a discussion about larger brokerage firms and how their advisors are compensated. Then Pat and Scott take a call about preparing for retirement in the next 5 years, and how it’s changed, followed by a question asking if a person should take a 401k loan to pay off their credit card debt. Lastly, a call asking if income from a rental property needs to be claimed on a tax return. Scott Hanson and Pat McClain have been hosting Hanson McC...
December 12, 2015
December 14, 2015 20:16 - 49 minutes - 34.6 MBOn this week’s Money Matters: The episode begins with Scott’s and Pat’s tales of car trouble, followed by a short discussion on the dangers of investing in gold. Then they take a call about the problem of underfunded life insurance, followed by a question about contributing to a Roth 401k vs a traditional 401k. Lastly, a call about an elderly mother who was sold an annuity when she wanted a bank CD. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show...
December 5, 2015
December 05, 2015 16:00 - 48 minutes - 34.2 MBOn this week’s Money Matters: The episode begins with a call about utility pensions. We then field a question about a CalPERS pension. Next, an inquiry from someone who is starting over financially, and wants to know where to begin. Lastly, we take a call from a federal employee planning to retire in 8 years. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financi...
November 28, 2015
November 28, 2015 16:00 - 54 minutes - 44.5 MBOn this week’s Money Matters: The episode begins with a one-of-a-kind call about indexed annuities. We then field a question about a new approach to taking social security. Next, an inquiry from someone who is nervous about market volatility and is worried about her IRA. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneym...
November 21, 2015
November 21, 2015 16:00 - 52 minutes - 43 MBOn this week’s Money Matters: The episode begins with a discussion about market fluctuations. We then take a call about the new social security changes. Next, a call from a teacher about their 403B and other investments. Lastly, we have a caller wondering if actively managed accounts are worth the cost. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics....