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 impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss the market and interest rate volatility related to “Brexit.” Scott and Pat then talk to a caller about how a 529 for a child’s edu…
The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
On this week’s Hanson McClain’s Money Matters: Scott discusses the “Brexit” and resulting market volatility with Hanson McClain’s Chief Investment Officer, David Schauer. Then, Scott and Pat talk to …
Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about the importance of making sure your advisor is a fiduciary, followed by a discussion about interest rates. Next, they talk to a …
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about new empty nesters during this graduation season. Next, they talk to a caller who is trying to figure out how to fund her parent…
Negative interest rates, fiduciary advisors, and Roth IRAs
On this week’s Hanson McClain’s Money Matters: We talk to a caller who is curious about negative interest rates. We then explain to a caller how to find a financial advisor who is a fiduciary. Lastly…
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
On this week’s Hanson McClain’s Money Matters: We talk to a caller about how to invest funds from the sale of a property. Scott shares fascinating economic observations from his recent trip to Cuba. …
Recovering losses from an old annuity, and maximizing returns during retirement
On this week’s Hanson McClain’s Money Matters: We talk to a caller about recovering losses from an old annuity. We then take a call from a retiree looking for investment strategies that will maximize…
What should be done with old annuities?
On this week’s Hanson McClain’s Money Matters: We talk to a caller about what to do with an old annuity. Then, we take a call from a retired teacher looking for the best options for investing an old …
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
On this week’s Hanson McClain’s Money Matters: We talk to a caller about where to invest money from the sale of a business. We then take a call about applying for student loans later in life, and how…
IRAs vs. Roth IRAs and 401k Plans
On this week’s Hanson McClain’s Money Matters: We talk to a caller about the differences between a regular IRA and a Roth IRA. Then we take a call about what to do when her company dropped their 401k…
Social Security and Medicare, old stock certificates, and the fiduciary standard
On this week’s Hanson McClain’s Money Matters: We talk to a caller about Social Security and Medicare. Then, we take a call about what to do with an old stock certificate. Lastly, Scott and Pat discu…
Scott’s new book, capital gains, and CDs
On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about Scott’s new book, Personal Decision Points. Next, we take a call about capital gains and charitable remainder…
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about creating a positive attitude as you approach retirement. Next, we take a call about inherited assets, followe…
RMDs, saving for retirement, mutual funds, and a special guest
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about what to do with funds received from RMDs. Next, we take a question about making sure one is properly saving for…
Advisor fees, annuities, and automatic rebalancing
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about the cost of working with an advisor. Next, we take a question about whether to terminate or ride out a variable…
RMDs, working with an investment advisor, and investing liquid assets
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how to determine which retirement accounts to withdraw from first. Next, we take an interesting question about …
Preparing investments for retirement, and state employee service credit
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about preparing for retirement when self employed. Next, we take a question from teacher looking for investment guida…
Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about what it means to be properly diversified. Next, we take a question from a widow looking to retire and still con…
State pensions, Social Security, helping children save for retirement, and indexed annuities
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how receiving a state pension affects Social Security income. Next, we take a question from a caller asking the…
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
On this week’s Hanson McClain’s Money Matters: The episode begins with Scott and Pat advising a man with a “structured cash flow” plan that promised unrealistic returns. Next, we take a question from…