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For more than 20 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; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.

For more than 20 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; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.
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Location:

Sacramento, CA

Description:

For more than 20 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; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.

Language:

English


Episodes

Avoiding Taxation on Required Minimum Distributions

10/20/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new permanent tax law and its impact on required minimum distributions. Scott and Pat take a call from a 65-year-old man who inherited $75,000 and wants to know if he should pay off his home or invest the money. A woman owns a rental home in Southern California, and she wants to know what will happen if Proposition 10 passes. A caller owes $33,000 in student loans and wants to know if he should invest more money. Ask...

Duration:00:52:45

Current volatility in the market, and the basics of reverse mortgages.

10/13/2018
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Scott and Pat begin this week’s show with a conversation about the current volatility in the market. They then take a call from a man who inherited $60,000 and wants to know where to invest the money in a low-risk investment. A caller who has worked for a company for a number of years must deal with a big change to his 401(k). A disabled couple who own their home wants to know if a reverse mortgage is a good idea. And, finally, a caller who filed for bankruptcy due to medical expenses has a...

Duration:00:52:45

The Impact of a Forced Retirement

10/6/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about forced retirement and the impact it can have your financial plan. Scott and Pat take a call from a woman who became disabled and had to retire: She’d like advice on how to adjust her portfolio. A caller wants to know if applying for disability now will impact his Social Security benefit later. A man wonders if he can lose his pension once he’s vested. Lastly, Scott and Pat welcome Hanson McClain advisor Justin Wilson,...

Duration:00:52:45

The Demise of the DOL Fiduciary Rule and What It Means for You

9/29/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the DOL fiduciary standard and take several calls. Scott and Pat take a call from a man who is a union employee and wants to know if he can save more and contribute to a Roth IRA and his company’s 401(k). A woman was advised by an advisor to sell her rental property and set-up a charitable remainder fund, and she wants to know if that is the best option. A caller with a pension and $400,000 in an IRA wants to know how...

Duration:00:52:45

Underfunded Pensions, Diversifying your Portfolio, and the Impact of Divorce on Retirement

9/22/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls before talking about underfunded municipal pensions and the risks they pose to future retirees. Scott and Pat take a call from a couple who have substantial savings and want to know if they should consider investing in bonds. A caller wants to leave a variable annuity to his children. A man sold his business for $800,000, receiving a lump sum of $250,000 plus monthly payments for nine years. He wants to know...

Duration:00:52:45

Baby Boomers’ Concerns and Changes in Financial Management Fees

9/15/2018
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On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss what Baby Boomers are most concerned about, and what a decrease in management fees means for investors. Scott and Pat take a call from a 76-year old woman who is continuing to work part-time and is concerned about whether she is financially prepared for retirement. A caller wants to know if he should take a lump sum pension now or wait a few years. A caller wants to know if he should take an early pension and retire from...

Duration:00:52:45

The Importance of a Debt Free Retirement

9/8/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the importance of going into retirement debt-free, and if 401(k)s should have automatic enrollment. Scott and Pat take a call from a woman who wants to know if she can take more than the required minimum distribution and if she should follow her advisor’s advice to move her investments into cash. A caller wants to know how index bond funds work and if he should consider adding them to his portfolio. A man wants to know...

Duration:00:52:45

How You Should Think About Your Social Security Benefits

9/1/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about Social Security and how you should think about those benefits. Scott and Pat take a call from a man who wants to know if he should invest in Bitcoin or join a Bitclub. Then a man wants to know what he could do to contribute to his employees’ retirement savings since his partner no longer wants to contribute to their profit sharing plan. Lastly, a caller wants to know if he should liquidate one of his accounts and pay...

Duration:00:52:45

Forced retirements, funding college, and liquid investments.

8/25/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several questions, helping callers with concerns about Social Security, paying for a child’s college education, and what to do with an inheritance. Scott and Pat take a call from a woman who wants to know if her husband should apply for Social Security now, or at age 66. A caller wants to know the best way to fund a 529 plan. A woman inherited $40,000 and wants to know which liquid investments she should consider. Lastly,...

Duration:00:52:46

Are “saving” and “not spending money” actually the same thing?

8/18/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls before speaking with long-time Hanson McClain advisor Barbara Healy about a client with a unique spending problem. Scott and Pat take a call from a man who wants to know if he should invest $150,000 in a popular but controversial fund. A man who loves to invest in real estate thinks it might be time to diversify. A caller wants to know the tax burden on her inheritance. Next, a woman with a much older husband...

Duration:00:52:45

Finding Alternative Investments and Reducing Risk

8/11/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about reducing risk in your portfolio, before taking several calls from individuals wanting to know the risks of alternative investments. Scott and Pat take a call from a carpenter who is 58-years old and wants to know if he should invest in commercial bridge loans. A caller wants to know if investing with Collins Asset Group will really result in an 8-to-10 percent return. A woman in her 40s wants to know the pros and cons...

Duration:00:52:45

Protecting Yourself from Bad Investments and Unscrupulous Brokers

8/4/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about how to protect yourself from bad investments and unscrupulous investment advisors. Scott and Pat take a call from a 33-year old man who purchased life insurance with a cash value from a family friend and wants to know if he should cancel the plan. A caller whose parents co-signed her home loan want to be taken off the mortgage: What can they do? Lastly, Scott and Pat welcome Hanson McClain’s Dave Cox who discusses a...

Duration:00:52:45

Preparing Your Finances and Delaying Retirement

7/28/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about why it might make sense to work a little longer and delay retirement, even if it’s just an additional 6 months. Scott and Pat take a call from a man who inherited two properties, and wants to sell one, but doesn’t know how he should invest the money. A successful investor wants to know if he should continue to focus on real estate. A man wants to know if it’s better to rent or own a home in the current market. A couple...

Duration:00:52:45

The Importance of Keeping a Diversified Retirement Portfolio

7/21/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls and talk about the importance of diversifying your portfolio in retirement. Scott and Pat take a call from a man who wants to know if he should invest in covered call stock options. A caller who lost his home in the Butte fires wants to know if he will have to pay taxes on a settlement he received from PG&E. A man is getting close to retirement and is considering liquidating his real estate investments to afford...

Duration:00:52:45

The Impact of Life Expectancy on Pensions and Social Security

7/14/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the impact that living longer has on your money, including pensions and Social Security. Scott and Pat take a call from a man who is self-employed and has a Solo 401(k), and wants to know how he should select a broker to help him manage his retirement assets. A caller and his wife have about $1,600 worth of discretionary income each month, and they want to know if they should pay down their mortgage to prepare for...

Duration:00:52:45

Passing along values as well as money to your kids and grandkids

7/7/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about how important it is to prepare your children to inherit money. Scott and Pat take a call from a man who makes too much money to contribute to a Roth IRA and wants to know if there is a way around the limits. A caller is curious about a fixed income option she can invest in other than bonds. A man is planning to donate stock to a local charity but wants to know if he can avoid capital gains by donating the stock...

Duration:00:52:45

Saving for Retirement & Investing Profits

6/30/2018
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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls addressing everything from saving for retirement to investing the profits from the sale of a property or business. Scott and Pat take a call from a man who recently met with a financial advisor who is trying to sell him a life insurance policy and he wants to know if it’s a good investment. A caller is planning to sell his engineering business and would like to understand the best way to invest the proceeds of...

Duration:00:52:45

How to Afford Retirement & Your Child’s College Education

6/23/2018
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On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about how to afford retirement and paying for a child’s college costs. Scott and Pat take a call from a man who is retired but working on contract, must take his required minimum distributions and doesn’t need the money but wants to know what he should do with the money. A caller recently met with a financial advisor who told him to refinance his mortgage and increase his contributions to his...

Duration:00:52:45

Rising Interest Rates and Retirement

6/16/2018
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On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about rising interest rates. Scott and Pat take a call from a man who has a discretionary retirement account and wants to know what withdrawal rate he should use. A caller who has Parkinson’s disease wants to know how he should manage his real estate portfolio given that he is unsure of how long he can work. A woman wants to know how much money she needs to retire comfortably. A caller plans...

Duration:00:52:45

The Interesting Thing About Crypto Currency and Initial Coin Offerings

6/9/2018
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On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about cryptocurrency and initial coin offerings. Scott and Pat take a call from a man who was recently laid off from his job of 30 years and wants to know what he should do with his 401(k). A man with a considerable amount of assets wants to know how he can avoid taxes when he takes distributions from his 457 since he doesn’t need the money. A caller wants to know if he should be concerned...

Duration:00:52:45