Allworth Financial‘s Money Matters

By Allworth Financial

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like:

-Should ... more

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FAQs about Allworth Financial‘s Money Matters:

How many episodes does Allworth Financial‘s Money Matters have?

The podcast currently has 621 episodes available.

Allworth Financial‘s Money Matters episodes:

September 08, 2018 The Importance of a Debt Free Retirement
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 if he and his wife should continue to pay on a whole life insurance policy. A woman and her husband want to know what they should do about their home when they retire. Lastly, Scott and Pat welcome Deanna Purvis, an advisor from our partner firm in Cincinnati, who discusses a client who was going to refinance but instead paid off her mortgage.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
September 01, 2018 How You Should Think About Your Social Security Benefits
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 off his mortgage before retiring at the end of the year.
Ask a question by clicking here, or email Scott and Pat at [email protected].
...more
53min
August 25, 2018 Forced retirements, funding college, and liquid investments.
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, Scott and Pat welcome Cindy Rogers, an advisor from our partner firm in Cincinnati, who discusses a situation where a client was forced to retire early to care for his elderly mother.
Ask a question by clicking here, or email Scott and Pat at [email protected].
...more
53min
August 18, 2018 Are “saving” and “not spending money” actually the same thing?
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 wants to know what they should do with the $340,000 they have in the bank. Lastly, Scott and Pat welcome Hanson McClain advisor, Barbara Healy, who describes a situation with a client who is wired to save and has trouble spending any money.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
August 11, 2018 Finding Alternative Investments and Reducing Risk
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 of selling a rental property. Lastly, Scott and Pat welcome Hanson McClain’s Laurie Kyro, who discusses the plight of a client whose sudden ill health has had a major impact on both her life and her retirement plan.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
August 04, 2018 Protecting Yourself from Bad Investments and Unscrupulous Brokers
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 unique client-situation with complex legal and logistical issues surrounding declining health and being able to stay in his home for as long as possible.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
July 28, 2018 Preparing Your Finances and Delaying Retirement
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 wants to know if they have too much stock exposure. A man about to take a sabbatical has an interesting dilemma with his 401(k). Lastly, a son wants to know how his reasonably healthy 102-year old father should invest a recent real estate windfall.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
July 21, 2018 The Importance of Keeping a Diversified Retirement Portfolio
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 retirement, and he wants to know how he can avoid taxes. Lastly, Scott and Pat welcome Hanson McClain advisor, Lauren Williams, who talks about a couple who experienced a health scare and decided to retire sooner than they planned and travel the world.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
July 14, 2018 The Impact of Life Expectancy on Pensions and Social Security
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 retirement. A man inherited $10,000 from his parents, and he wants to know what he should do with the money to help it grow over time.
Ask a question by clicking here, or email Scott and Pat at [email protected].
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53min
July 07, 2018 Passing along values as well as money to your kids and grandkids
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 directly. Lastly, Scott and Pat welcome Hanson McClain advisor Pat Henry, who discusses a situation with a client who wanted to determine what would be the most tax efficient way for his children to inherit money from an IRA valued at $700,000.
Ask a question by emailing Scott and Pat at [email protected].
...more
53min

FAQs about Allworth Financial‘s Money Matters:

How many episodes does Allworth Financial‘s Money Matters have?

The podcast currently has 621 episodes available.

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