Hanson McClain’s Money Matters

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Scott and Pat discuss lump sum pension payouts, large amounts of money flooding into the marijuana industry, and stock market risk exposure.

Scott and Pat take a call from a teacher who sold a home and wants to know what she should do with an extra $40,000. A self-employed individual found he had $10,000 in an old IRA and wants to invest it in the marijuana industry. A 57-year old lost his retirement in a contentious divorce and is worried about the future. A call about debt management is followed by a visit from Hanson McClain’s Steve Burnett, president of the firm and a 20-year team member, who shares a complex client story about a pensioner with a difficult healthcare problem.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Scott and Pat welcome Hall of Fame running back, Terrell Davis.

On this week’s Hanson McClain’s Money Matters: Scott and Pat welcome Hall of Fame running back, Terrell Davis, who discusses his career arc, from football superstar to retirement success story.

Scott and Pat take a call from a son whose elderly mother has a complex Social Security problem. A caller with limited resources desperately wants to start saving for a new home. Next, a savvy investor wants information on limiting taxes on the sale of a valuable residence. Lastly, Scott and Pat welcome special guest, Hall of Fame running back Terrell Davis, who discusses his career-ending knee injury and the long process of adapting to life after football.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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September 30th, 2017 edition of Hanson McClain’s Money Matters

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with an active service soldier who wants to finance a home purchase, followed by a discussion about building a portfolio strictly for the purpose of generating income.

 

On the September 30th, 2017 edition of Hanson McClain’s Money Matters, a caller with healthcare bills and ample home equity needs advice on getting a loan. Next, a career military serviceman has saved a lot of money, and wants to retire and buy a house. At the 27:06 mark, a savvy investor wants help choosing between individual equities and index funds. Finally, Scott and Pat welcome HMA’s Patrick Henry, who shares a client pension story.

 

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

 

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Crypto-Currencies and the Tax Burden of Downsizing an Expensive Home

We’ve all heard of “crypto-currencies” such as Bitcoin, but will they endure and are they safe investments? Earlier, a call from someone who made a killing on a home purchase in the Bay Area: Should she sell and what are the tax implications? A call from a pensioner with an ample nest egg and a good-sized mortgage. Then, the ins and outs of setting up a retirement fund for a two-year-old.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor

On This Week’s Hanson McClain’s Money Matters, the Risks of Angel Investing, and an Asset Allocation Appraisal for a Savvy Private Investor.

Scott and Pat take a call from a wealthy Bay Area angel investor: What is it, and what are the risks and tax implications? This is followed by a caller who wants to know if it’s legal to claim residency in a state with no-income tax if you only live there part-time. Later, a caller who invested a huge chunk of money in precious metals, and then bought an inflexible annuity. The show concludes with HMA’s Laurie Kyro, who stops by to discuss estate planning.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Annuities, Balloon Payments, and Red Flags

On this week’s Hanson McClain’s Money Matters: a call from a 62-year old who bought an annuity, and may have made a big mistake. A dutiful saver wants to know if she’s accumulated enough money to retire. Later, a call from business partners impatient for their balloon payment. Finally, the mother of a deceased soldier has been treated questionably by her financial advisor.

Annuities for retirees, and a heartbreaking call from a woman whose military son died, and who may have lost the insurance money to a self-serving advisor.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Complex Ponzi schemes and what to do when you retire with more money than you’ll ever need.

On this episode, Pat gives listeners a warning about investments that seem legitimate but are actually sophisticated Ponzi schemes. Next, a caller is inheriting $250,000 from her father but is surprised by the fact that most of the money is not taxable. Finally, calls about the pros and cons of renting to relatives, followed by a call about the ins and outs of Required Minimum Distributions.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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The Downside of Family Real Estate Transactions, and Funding College Using 529 Plans

On the week’s Hanson McClain’s Money Matters: The perils of real estate transactions with family members, Roth IRAs, 529 Education Plans, and should you pay off your mortgage before you retire?

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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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 implications of selling a valuable home. Next, a conversation about the latest Wall Street approach to get you to borrow more money. Lastly, Scott and Pat welcome Denver-based advisor Keith Johnson who discusses a difficult situation where a person came to him who had received questionable advice about an inheritance.

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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 how best to go about taking her required minimum distributions. Then, they talk to a caller looking to take care of his ill father for as long as possible. Later, they discuss what a financial advisor should really be doing for you, followed by a question from a caller about if she is exposing herself to too much risk. 

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show. 

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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