Hanson Mcclain's Money Matters

Informações:

Synopsis

For more than 20 years, Money Matters, Scott Hanson and Pat McClains weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

Episodes

  • Risk tolerance, advice on life insurance, and why tax time should be all the time

    06/08/2022 Duration: 51min

    On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility.  They give honest advice to a caller who thinks his friend should move some money from bonds to cash.  A retired member of the military wants to know what kind of universal life insurance policy to buy.  A Georgia woman wonders where to transfer her old HSA.  And Scott and Pat explain why tax time should be all the time.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.

    30/07/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around.  A Virginia man wants to know whether now is the time to pull the trigger on buying a second home.  We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • How to react to financial news, advice on dividend stocks, and guidance on a pension payout.

    23/07/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a caller whose mother doesn’t have enough in a money market for her required minimum distribution. You’ll hear Scott and Pat assist a man who is deciding whether to take out a bridge loan or HELOC. Finally, they help a caller who wonders whether a lump-sum pension payout is the correct course of action. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.

    16/07/2022 Duration: 52min

    Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid advice. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.

    09/07/2022 Duration: 50min

    On this week’s Money Matters, Scott and Pat spell out what you absolutely need insurance for.  Then, they walk a caller through the process of doing a backdoor Roth IRA conversion.  You’ll hear the honest advice Scott and Pat give a retiree who wants to take money from her IRA to pay down her car.  Finally, Scott and Pat play a little retirement fact or fiction. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.

    02/07/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice.  Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off his home. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.

    25/06/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat extract the bull from bear markets.  Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA.  A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.  

  • Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.

    18/06/2022 Duration: 01h01s

    On this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope.  Then Scott and Pat help a high school teacher who is unsure where his money should be invested.  Finally, a man who sought out investment information from a dozen firms ends up on the phone with Scott and Pat.    Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?

    11/06/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions.  You’ll hear advice for a man who wants to be more aggressive with his rollover IRA.  Finally, guidance for a husband who hopes he can build a home and retire in Florida.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money

    04/06/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an IRA that’s bleeding money.  Are her investments too aggressive?  Plus, guidance for a couple who wonders whether they should cash out their life insurance policies. Finally, a roadmap for a younger retiree who wants to do something with $75,000 in cash.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?

    28/05/2022 Duration: 51min

    On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pension after having an allergic reaction to the COVID vaccine.  You’ll hear advice for a man thinking of moving equity from his homes into the bank.  Finally, they help a couple decide whether there’s enough money to buy a dream home.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing

    21/05/2022 Duration: 51min

    On this week’s Money Matters, Scott and Pat explore the real reasons for inflation with one of the world’s leading authorities on monetary policy and economic history.  Then, they deliver a warning for a woman who is considering taking out a 401(k) loan to pay off credit card debt.  You’ll hear honest advice for a man who wants to accelerate paying off his home.  Finally, what a pig farmer can teach us about investing.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • A perfect example of financial planning, and a house call to a man who “accidentally retired”

    14/05/2022 Duration: 51min

    On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security.  Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams.  Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.”   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off

    07/05/2022 Duration: 51min

    On this week’s Money Matters, Scott and Pat discuss Wall Street whiplash and what it means for long term investors. Then they provide advice for a woman concerned about her bond allocation.  You’ll hear guidance for a woman who wants to know whether it’s time for her husband to retire. Finally, how just a few extra years of work can really pay off.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • Money markets, mortgages, marriage and more!

    30/04/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then they provide guidance for a woman arguing with her husband over $215,000 that’s sitting in a money market. Plus, you’ll get a lesson on the donor-advised fund.  Finally, help for a woman who wants to contribute to a Roth IRA but doesn’t have enough money. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

  • Financial security, Roth conversions, and I’ve got stock - what should I do with it?

    23/04/2022 Duration: 52min

    On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it.  Plus, advice for a retiree thinking of buying more long-term care insurance. Then, is selling stock a good decision? Guidance for a couple thinking of pulling the trigger.  Finally, why Roth conversions may not be prudent for a New Yorker who wants to move.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.

    16/04/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat discuss red-hot inflation and its impact on the real estate market.  Then they offer guidance to a young investor with questions about restricted stock units.  Plus, help for a 67-year-old with taxes to pay on a conversion from a 401(k) to a Roth IRA. Finally, a look at whether a father of two is on the right track to retirement.       Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • A deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice?

    09/04/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat discuss the creative ways people are paying off student debt after they’ve taken vows of poverty.  You’ll hear advice for a woman thinking of selling gold and silver coins she’s had for 50 years. Plus they help a pilot decide whether to contribute to his regular 401(k), or Roth version. Finally, Scott and Pat check in on a man who called the show eight months ago with a million dollars in savings.  Did he take the suggestion to pay off his mortgage?   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • Fighting inflation, a warning about an inheritance, and the man who blew all his money because he “thought” he was dying

    02/04/2022 Duration: 52min

    On this week’s Money Matters, Scott and Pat help a father of five who is worried about inflation gobbling up his $100,000.  Then they explain why planning your retirement around an inheritance could backfire.  Plus, advice for a conservative investor who needs help managing $80,000. And hear the remarkable story of a man who blew through all his money because he thought he was dying.  Turns out he wasn’t.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

  • What financial security feels like, and when to access money you don’t need right now

    26/03/2022 Duration: 52min

    On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion.  Then they advise a man who can live off a pension but wants to know whether he should access the funds in his IRA.  Plus, should a parent with a second child on the way put $30,000 into a 529 plan or pay down the house with it? Scott and Pat send him in the right direction.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

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