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Money Matters Radio

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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.
More Information

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

Scott and Pat discuss lump sum pension payouts, large amounts of money flooding into the marijuana industry, and stock market risk exposure.

10/14/2017
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Scott and Pat take a call from a teacher who sold a home and wants to know what she should do with an extra $40,000. A self-employed individual found he had $10,000 in an old IRA and wants to invest it in the marijuana industry. A 57-year old lost his retirement in a contentious divorce and is worried about the future. A call about debt management is followed by a visit from Hanson McClain’s Steve Burnett, president of the firm and a 20-year team member, who shares a complex client story...

Duration: 00:52:50


Scott and Pat welcome Hall of Fame running back, Terrell Davis.

10/7/2017
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On this week’s Hanson McClain’s Money Matters: Scott and Pat welcome Hall of Fame running back, Terrell Davis, who discusses his career arc, from football superstar to retirement success story. Scott and Pat take a call from a son whose elderly mother has a complex Social Security problem. A caller with limited resources desperately wants to start saving for a new home. Next, a savvy investor wants information on limiting taxes on the sale of a valuable residence. Lastly, Scott and Pat...

Duration: 00:52:58


September 30th, 2017 edition of Hanson McClain’s Money Matters

9/30/2017
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On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with an active service soldier who wants to finance a home purchase, followed by a discussion about building a portfolio strictly for the purpose of generating income. On the September 30, 2017 edition of Hanson McClain’s Money Matters, a caller with healthcare bills and ample home equity needs advice on getting a loan. Next, a career military serviceman has saved a lot of money, and wants to retire and buy a house. At...

Duration: 00:52:47


Crypto-Currencies and the Tax Burden of Downsizing an Expensive Home

9/23/2017
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We’ve all heard of “crypto-currencies” such as Bitcoin, but will they endure and are they safe investments? Earlier, a call from someone who made a killing on a home purchase in the Bay Area: Should she sell and what are the tax implications? A call from a pensioner with an ample nest egg and a good-sized mortgage. Then, the ins and outs of setting up a retirement fund for a two-year-old. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can...

Duration: 00:52:53


Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor

9/16/2017
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On This Week’s Hanson McClain’s Money Matters, the Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor. Scott and Pat take a call from a wealthy Bay Area angel investor: What is it, and what are the risks and tax implications? This is followed by a caller who wants to know if it’s legal to claim residency in a state with no-income tax if you only live there part-time. Later, a caller who invested a huge chunk of money in precious metals, and then...

Duration: 00:52:50


Annuities, Balloon Payments, and Red Flags

9/9/2017
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On this week’s Hanson McClain’s Money Matters: a call from a 62-year old who bought an annuity, and may have made a big mistake. A dutiful saver wants to know if she’s accumulated enough money to retire. Later, a call from business partners impatient for their balloon payment. Finally, the mother of a deceased soldier has been treated questionably by her financial advisor. Annuities for retirees, and a heartbreaking call from a woman whose military son died, and who may have lost the...

Duration: 00:52:27


Complex Ponzi schemes and what to do when you retire with more money than you’ll ever need.

9/2/2017
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On this episode, Pat gives listeners a warning about investments that seem legitimate but are actually sophisticated Ponzi schemes. Next, a caller is inheriting $250,000 from her father but is surprised by the fact that most of the money is not taxable. Finally, calls about the pros and cons of renting to relatives, followed by a call about the ins and outs of Required Minimum Distributions. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can...

Duration: 00:52:51


The Downside of Family Real Estate Transactions, and Funding College Using 529 Plans

8/26/2017
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On the week’s Hanson McClain’s Money Matters: The perils of real estate transactions with family members, Roth IRAs, 529 Education Plans, and should you pay off your mortgage before you retire? If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years,...

Duration: 00:52:51


On this week’s Hanson McClain’s Money Matters, Scott and Pat take a series of calls about real estate, before analyzing a disturbing Wall Street trend designed to get you in debt.

8/19/2017
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Scott Hanson and Pat McClain answer a call from a person who has accrued a lot of debt and is curious about borrowing from his retirement account. This is followed by a question about the tax implications of selling a valuable home. Next, a conversation about the latest Wall Street approach to get you to borrow more money. Lastly, Scott and Pat welcome Denver-based advisor Keith Johnson who discusses a difficult situation where a person came to him who had received questionable advice...

Duration: 00:52:51


Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.

8/12/2017
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On this week’s Hanson McClain’s Money Matters: Scott and Pat take several calls, and discuss three things that you should do before selecting an advisor. Next, they talk to a caller who wants to know how best to go about taking her required minimum distributions. Then, they talk to a caller looking to take care of his ill father for as long as possible. Later, they discuss what a financial advisor should really be doing for you, followed by a question from a caller about if she is exposing...

Duration: 00:52:11


Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.

8/5/2017
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On this show, Scott and Pat field numerous calls, including answering a question about protecting children from the downside of a large inheritance, which is followed by a difficult case where a couple is both being forced to retire early. Next, a call about meeting medical expenses during retirement. Lastly, Scott and Pat welcome HMA’s David Cox, an advisor with the company for over 20 years, who shares an important story about a long-time client who came to him with the news that she had...

Duration: 00:52:53


Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.

7/29/2017
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The program begins with a call from a 22-year old Washington resident who wants to start preparing for retirement. Scott and Pat then discuss early experiences that led them to want to understand money. Next, a caller asks about 529 plans, what are they used for, and is there any flexibility once they’ve been funded? Lastly, HMA’s Barbara Healy visits the show to talk about the financial impact of losing your spouse, including an analysis of which decisions need to be made right away, and...

Duration: 00:52:50


How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.

7/22/2017
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Duration: 00:52:50


Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.

7/15/2017
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This week’s show begins with a conversation about the type of client-centric, non-self-serving advice Scott and Pat provide. This is followed by a series of callers that begins with a question about Social Security and “file and suspend.” Simply, where did it go? Next, a caller who has saved almost $2 million, but feels, based on his lifestyle, that it might not be enough. The episode culminates with a visit from 20-year HMA advisor, our Chief Investment Officer, David Schauer, who checks...

Duration: 00:52:50


The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald

7/8/2017
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Scott and Pat reminisce about the 4th of July, then answer a pensioner’s question about when he should take Social Security. Next, a caller who is just now recovering from the 2008 financial collapse wants to know if she should buy a home or keep saving for the future. Lastly, special guest, author and demographics expert Maddy Dychtwald discusses economic trends, retirement and immigration.

Duration: 00:52:49


Properly “weighting” your portfolio, timing markets, and listener calls from around the country.

7/1/2017
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A discussion about why it’s important that callers to Money Matters be able to remain anonymous. Scott and Pat take a call from a new retiree who receives money from a 403(b), a pension, and an inheritance that she wants to be moved to a new advisor. A Seattle tech employee wants to learn about “factor investing,” and why it’s out of favor. This is followed by a caller wondering how to “time” his Social Security application to maximize his benefits. Lastly, HMA advisor Lauren Williams...

Duration: 00:52:21


The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.

6/24/2017
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The show begins with a conversation about the types of savers and investors Money Matters is most likely to get calls from. The first caller on today’s program wants to know about the ABCs of preferred stocks. Can you invest in them conservatively, and why aren’t they as popular as they once were? Next, a conversation about unscrupulous advisors, followed by a question about Section 8 housing and inheritance limits under HUD. They then take a question about the “true” value of investment...

Duration: 00:52:42


Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities

6/17/2017
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On this week’s Hanson McClain’s Money Matters: A caller asks about investing in leveraged ETFs. Next, a caller prompts an explanation of the best time to take distributions from investments, followed by a question about paying back a 401(k) loan versus contributing to a Health Savings Account. Scott and Pat then discuss the rise of Amazon stock, and how it impacts investing habits. Lastly, Hanson McClain advisor Pat Henry shares a story about a retired teacher who was sold multiple bad...

Duration: 00:52:36


Is it a good time to sell a home?

6/10/2017
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On this week’s Hanson McClain’s Money Matters: a caller asks if he should take or defer his Social Security while he continues to work. Scott and Pat then help a caller understand how to access Roth 401k contributions once it’s been converted to a Roth IRA and they’ve retired. A caller asks if it’s a good time to sell a home. Finally, Hanson McClain Advisor Steve Burnett shares a story about working with a person over many years as they prepared for retirement. If you have a question for...

Duration: 00:52:35


An Interview with the Father of the 401(k) Plan

6/3/2017
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On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about how his wife’s disability income will be affected when he begins receiving Social Security. A caller then asks how to invest an inheritance to prepare for retirement. Next, they discuss the labor shortage and the ramifications it will have on the economy. Lastly, in a special interview, Scott and Pat welcome Ted Benna, the man commonly known as the inventor of the 401(k), America’s premier retirement...

Duration: 00:52:27

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