Allworth Financial‘s Money Matters artwork

Allworth Financial‘s Money Matters

426 episodes - English - Latest episode: 17 days ago - ★★★★★ - 542 ratings

For 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.

Investing Business
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

October 10, 2015

October 10, 2015 16:00 - 53 minutes - 37.2 MB

This week’s topics: a question about investing the lump sum of money from a home sale to use as a nest egg. Then, a question from a caller wanting to know if they have enough money to ever retire, and lastly, a question about Social Security.  Scott Hanson and Pat McClain have been hosting the 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 moneymatters.com, or email Scott and...

October 3, 2015

October 03, 2015 16:00 - 53 minutes - 37.3 MB

This week’s topics: profit sharing programs and 401Ks, then, a question about ETFs versus separately managed accounts. Lastly a caller asks how to best manage $120,000 that he won at a casino.  Scott Hanson and Pat McClain have been hosting the 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 moneymatters.com, or email Scott and Pat at [email protected].

September 26, 2015

September 26, 2015 16:00 - 53 minutes - 43.3 MB

This week’s topics: a caller from San Francisco wanting to know if they should continue to rent, or buy a home. Next, Scott and Pat talk to a recently retired person from the state asking where they should withdraw from first in retirement. Lastly, a caller wanting to know the best allocation for their recently widowed mother’s assets.  Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of cal...

September 19, 2015

September 19, 2015 18:43 - 52 minutes - 37 MB

This week’s topics: can one roll an annuity to an IRA when on disability? Then, a call from a 27 year old wanting to know the best strategies for saving for retirement, and lastly, Scott and Pat take a call regarding home debt.  Scott Hanson and Pat McClain have been hosting the 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 moneymatters.com, or email Scott and Pat at questio...

September 12, 2015

September 12, 2015 15:00 - 51 minutes - 36.2 MB

This week’s topics: ways to save money for a grandchild, then, a call about helping a parent transitioning into retirement. Next, we take a call about the market volatility, and lastly a question about 401Ks. Scott Hanson and Pat McClain have been hosting the 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 moneymatters.com, or email Scott and Pat at [email protected].

September 5, 2015

September 05, 2015 17:00 - 52 minutes - 42.9 MB

This week’s topics: a call about a taking pension in lump sum vs. payments, then, a call about financing a home vs. renting and saving up cash to buy later at retirement. Lastly, a call about social security eligibility from a previous marriage.  Scott Hanson and Pat McClain have been hosting the 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 moneymatters.com, or email Scott ...

August 29, 2015

August 29, 2015 14:00 - 52 minutes - 36.9 MB

This week’s topics: a call about what to do with an inherited 401k. Then, two calls about investing in gold and precious metals, followed by a question about refinancing a rental house. Finally, a call about RMDs from 457s and IRAs, and a discussion about net unrealized appreciation.  Scott Hanson and Pat McClain have been hosting the 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...

August 22, 2015

August 27, 2015 17:29 - 48 minutes - 39.9 MB

This week’s topics: a discussion about the market volatility, followed by a call about living trusts, then a call and discussion about the best time to retire, and how much to withdraw from a 401k. Lastly, Scott and Pat take a call about what to do with an actively managed mutual fund in today’s market conditions.  Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of f...

August 15, 2015

August 15, 2015 18:00 - 50 minutes - 31.1 MB

This week’s topics: a call about the best to manage taxes on IRAs when converting to a Roth IRA, a call about setting up for success in life and investing from a college student, as well as a question about using an immediate annuity vs. other investing options for someone in their 80s.  Scott Hanson and Pat McClain have been hosting the 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 que...

August 8, 2015

August 10, 2015 20:10 - 49 minutes - 29.1 MB

This week’s topics: a discussion about the dangers of using life insurance as an investment, a call about non traded REITs vs traded REITs, followed by a question about risk tolerances and risky trades. Also, a discussion about emerging market funds as investments, and Puerto Rico’s default troubles. Lastly, Scott and Pat answer a question about converting an IRA to a Roth IRA. Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and hav...

August 1, 2015

August 01, 2015 14:00 - 51 minutes - 48.2 MB

This week’s topics: A call about qualified longevity annuity contracts, followed by a question on universal life insurance. Also, a call about rolling a 401K over to an annuity and, lastly, Scott and Pat answer a question about filing and suspending Social Security. Scott Hanson and Pat McClain have been hosting the 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 moneymatters....

July 25, 2015

July 25, 2015 14:00 - 51 minutes - 42.3 MB

This week’s topics: A call and discussion about taxes on inherited assets, followed by a call asking the question: Should you pay off your mortgage before you retirement? Later, an informative segment on how to take a loan from an IRA, and, lastly, Scott and Pat answer a question about the dangers of leveraged municipal bond funds. Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers ...

July 18, 2015

July 18, 2015 14:00 - 52 minutes - 49.1 MB

This week’s topics: how to discuss finances and debt with a potential partner, a call about Social Security, and how spousal benefits are affected by age, followed by a call about investing in a long-term care life insurance policy. Later, we discuss why 401(K) loans are dangerous. Finally, we talk about how you can research the background of a broker or financial advisor.   Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have ...

July 11, 2015

July 11, 2015 18:00 - 52 minutes - 49.1 MB

This week’s topics: An in-depth call about salary structure, different IRA types, and tax planning for those of you who are self-employed. A lively call about Social Security benefits, followed by a discussion about the various options for saving for retirement. Finally, we speak to a caller about which investments and accounts to liquidate first once you retire.  Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered que...

July 4, 2015

July 04, 2015 16:48 - 52 minutes - 49.1 MB

This week’s topics: Happy Independence Day! On this week’s 4th of July special broadcast, achieve your financial independence as Scott and Pat utilize interesting historical economic milestones and 4th of July trivia to illuminate facts about debt, retirement, and much more! Scott Hanson and Pat McClain have been hosting the 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 ...

June 27, 2015

June 29, 2015 22:16 - 52 minutes - 49.1 MB

This week’s show: Potential returns from IRAs and variable annuities, along with the differences between the two. Other topics include retirement options for state workers, Social Security, and the Windfall Elimination Provision (WEP). Lastly, a discussion about converting a rental property to a primary residence to avoid capital gains, and where to put RMD funds if you don’t need them for retirement.  Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show ...

Hanson McClain's Money Matters - June 20, 2015

June 23, 2015 15:45 - 52 minutes - 49.1 MB

This week’s topics: Happy Father’s Day! Investing in mutual funds versus CDs, versus leaving it in the bank. Also, specific “share” classes of mutual funds and why it matters for your investments. Plus, investment advice for young people just starting out, ways to manage retirement funds while paying for a child’s college education, and investment advice for anyone who is about to undertake paying off medical school..  Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Mone...

Hanson McClain's Money Matters - June 13, 2015

June 17, 2015 23:52 - 51 minutes - 48.2 MB

This week’s topics: Next steps after you have maxed out a Roth IRA and a 403b; taxes on annuities; how much can a young person put into a 401k?  Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics.    Ask a question at moneymatters.com, via Twitter, #MoneyMattersSho w, or email to [email protected].

Hanson McClain’s Money Matters - June 6, 2015

June 10, 2015 16:53 - 52 minutes - 42.4 MB

Welcome new KGO listeners! This week’s topics: Making wise, long term investment decisions; dissolving a trust; how to save up for a child’s college education; the difference between commissioned- based advisors vs. fee-based advisors; if one doesn’t want to be invested in the market, where should they put their money?  Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics.    Ask a question via...

Hanson McClain’s Money Matters - May 30, 2015

June 01, 2015 20:52 - 52 minutes - 43 MB

Welcome new KGO listeners! This week’s topics: the benefits of investing and saving starting at a young age; figuring out if one has enough funds to last through retirement; paying for (or alternatives to) a child’s expensive education when no money has been saved for it; putting money in a 457 vs. a Roth IRA in your 20s. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics.    Ask a question v...

Money Matters Radio Show – September 27, 2014

February 23, 2015 09:01 - 51 minutes - 46.9 MB

This week’s topic includes:  are firms bad; building a portfolio; how to present the stock market; index funds; actively managed funds, and PIMCO; stock market bubble; total market index. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Money Matters Radio Show – September 20, 2014

February 23, 2015 09:01 - 52 minutes - 48.2 MB

This week’s topic includes:  building a high yielding portfolio; fixed income; high prices and the stock market; investment concerns; 10-YR Treasury relevancy. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Money Matters Radio Show – September 13, 2014

February 23, 2015 08:58 - 48 minutes - 44.1 MB

This week’s topic includes:  housing recovery; living trusts and estate planning; prenuptial agreements and inheritance; protecting your retirement after divorce; real estate and interest rates; retirement allocation. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Money Matters Radio Show – August 23, 2014

February 23, 2015 08:53 - 51 minutes - 47.6 MB

This week’s topic includes:  Broker and Advisor differences; financial planning advice; income distribution planning; paying off someone else’s mortgage; prenuptial agreements and retirement; SIMPLE IRAs; Small Business Profit Sharing. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Money Matters Radio Show – August 9, 2014

February 23, 2015 08:42 - 57 minutes - 53 MB

This week’s topic includes:  collecting on ex-spouse Social Security; family limited partnerships; removing names from mortgage loans; saving for children. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Money Matters Radio Show – August 2, 2014

February 23, 2015 08:41 - 48 minutes - 11 MB

This week’s topic includes:  gifting to family members; 457 conversions to a ROTH; keep or sell your rental properties; umbrella properties; what saved the economy in 2009. Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. Ask a question via Twitter, #MoneyMattersShow, or email to [email protected].

Guests

Bill Thomas
1 Episode