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
2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about the dangers of Variable Universal Life insurance as an investment option. Next, we take a call about investment…
1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs
On this week’s Hanson McClain’s Money Matters: The episode begins with a caller inquiring about the best places to invest funds from RMDs. Next, we take a call about single life versus survivor insur…
1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness
On this week’s Hanson McClain’s Money Matters: Scott and Pat welcome new listeners in the Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA) markets! The episode begins with a discussion about the…
January 16, 2015
On this week’s Money Matters: Scott and Pat welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a discussion about recent market volatility. We the…
January 9, 2016
On this week’s Money Matters: We welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a couple asking Scott and Pat how to prepare for a retirement …
January 2, 2016
On this week’s Money Matters: The episode begins with a call about what kinds of returns should be expected from one’s investments. Then they take a call about RMDs, followed by a discussion on Net U…
December 26, 2015
On this week’s Money Matters: The episode begins with a call about REITs and whether or not they are good investments. Then they take a call about setting up a mutual fund for a grandchild, followed …
December 19, 2015
On this week’s Money Matters: The episode begins with a discussion about larger brokerage firms and how their advisors are compensated. Then Pat and Scott take a call about preparing for retirement i…
December 12, 2015
On this week’s Money Matters: The episode begins with Scott’s and Pat’s tales of car trouble, followed by a short discussion on the dangers of investing in gold. Then they take a call about the probl…
December 5, 2015
On this week’s Money Matters: The episode begins with a call about utility pensions. We then field a question about a CalPERS pension. Next, an inquiry from someone who is starting over financially, …
November 28, 2015
On this week’s Money Matters: The episode begins with a one-of-a-kind call about indexed annuities. We then field a question about a new approach to taking social security. Next, an inquiry from some…
November 21, 2015
On this week’s Money Matters: The episode begins with a discussion about market fluctuations. We then take a call about the new social security changes. Next, a call from a teacher about their 403B a…
November 14, 2015
On this week’s Money Matters: The episode begins with a discussion about the sudden changes to Social Security, and the launch of the president’s “myRA” savings program. We then take a call about the…
November7, 2015
On this week’s Money Matters: The episode begins with a discussion about Initial Public Offerings (IPOs) and company valuations. We then take a call about life insurance misperceptions, and then foll…
October 31, 2015
On this week’s Money Matters: Happy Halloween! We start this episode with a call about planning for a retirement that’s still 30 years into the future! Then, we take a call about “market corrections.…
October 24, 2015
This week’s topics: how to invest extra money from a savings account during retirement, followed by a question about the advantages of using one versus multiple advisors. Next, a question about asset…
October 17, 2015
This week’s topics: discussions on the dangers of annuities and also how to be check the quality of your broker. Then, a call about the best life insurance and trust options with a special needs chil…
October 10, 2015
This week’s topics: a question about investing the lump sum of money from a home sale to use as a nest egg. Then, a question from a caller wanting to know if they have enough money to ever retire, an…
October 3, 2015
This week’s topics: profit sharing programs and 401Ks, then, a question about ETFs versus separately managed accounts. Lastly a caller asks how to best manage $120,000 that he won at a casino.
Sco…
September 26, 2015
This week’s topics: a caller from San Francisco wanting to know if they should continue to rent, or buy a home. Next, Scott and Pat talk to a recently retired person from the state asking where they …