Allworth Financial‘s Money Matters
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 I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? 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 [email protected].
- Update frequency
- every 7 days
- Average duration
- 51 minutes
- Episodes
- 503
- Years Active
- 2015 - 2025
The Problem with Annuities
On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls and talk about the problem with annuities, playing a voicemail they received from an annuity wholesaler.
Scott and Pa…
The Top 5 Retirement Income Decisions Facing Older Workers
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new study on retirement income decisions from Stanford’s Center on Longevity.
Scott and Pat take a call from a man who wants …
The Value of Good Financial Advice
On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls and talk about the importance of getting the proper retirement advice.
Scott and Pat take a call from a man who pre-pai…
Estate Planning with the New Tax Laws and the Stock Market
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about estate planning with the new tax laws and the current state of the stock market.
Scott and Pat take a call from a caller who re…
Tax Law Changes and Cryptocurrency
On this week’s Hanson McClain’s Money Matters, Scott and Pat interview a CPA from Denver to talk about the new tax law changes and they talk about the state of Cryptocurrency.
Scott and Pat take a ca…
Annuities, Income Withdrawal Strategies, and Paying Down the Mortgage
On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls including one from the son of a widowed mother who is trying to help his mom with her financial situation now that dad …
What the New Tax Law Means for you and your Money
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax laws and what it will mean for you, and they take a call from a man deciding between a monthly pension and a lump s…
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.
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 implica…
Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.
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…
Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.
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 coup…
Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.
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 mon…
How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.
Scott and Pat open the show with a recap about how Hanson McClain’s Money Matters came to be. That is followed by a trio of callers, including a person who is worried about leaving too much money to …
Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.
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 …
The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald
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…
Properly “weighting” your portfolio, timing markets, and listener calls from around the country.
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 inher…
The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.
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 preferr…
Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities
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…
Is it a good time to sell a home?
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 …
An Interview with the Father of the 401(k) Plan
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 …
Living abroad during retirement
On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about taking a lump sum instead of monthly payments on a defined benefit pension plan. Next, they discuss Morgan Stanley’…