Hanson McClain’s Money Matters

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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 preferred stocks. Can you invest in them conservatively, and why aren’t they as popular as they once were? Next, a conversation about unscrupulous advisors, followed by a question about Section 8 housing and inheritance limits under HUD. They then take a question about the “true” value of investment property over the long term. Finally, Money Matters welcomes Emily Brandon, Senior Editor for U.S. News and World Report.

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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 by a question about paying back a 401(k) loan versus contributing to a Health Savings Account. Scott and Pat then discuss the rise of Amazon stock, and how it impacts investing habits. Lastly, Hanson McClain advisor Pat Henry shares a story about a retired teacher who was sold multiple bad annuities.

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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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 401k contributions once it’s been converted to a Roth IRA and they’ve retired. A caller asks if it’s a good time to sell a home. Finally, Hanson McClain Advisor Steve Burnett shares a story about working with a person over many years as they prepared for retirement.

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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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 to invest an inheritance to prepare for retirement. Next, they discuss the labor shortage and the ramifications it will have on the economy. Lastly, in a special interview, Scott and Pat welcome Ted Benna, the man commonly known as the inventor of the 401(k), America’s premier retirement savings vehicle.    
 
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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Saving and Spending for a Fulfilled Life

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with an inherited non-qualified annuity. A caller with a defined benefits pension plan then asks if he should take (and invest) a lump sum instead of continuing with monthly payments. Next, they discuss the Fiduciary Rule: a mandate the department of labor recently re-affirmed. Then, Scott and Pat discuss what it means to live a fulfilled life, and when to spend versus when to save money before and during retirement. Lastly, they talk to Hanson McClain Advisor Keith Johnson, who shares the experience of protecting someone (a recent widow) who was at risk of being taken advantage of by her late husband’s 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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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’s recent purge of their Vanguard mutual funds. Then, a caller asks about what to do with the funds from her home sale as she moves into an independent living facility. Lastly, a caller requests advice on retiring abroad.

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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How to raise children to make smart financial decisions

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with savings from a 401(k). Next, a caller asks about the steps to prepare well for a retirement 5 years in the future. Plus, a discussion with Janet Bodnar of Kiplinger’s magazine about educating children so that they make smart financial decisions.

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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Efficient Gifting to Children and Charities

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller who is curious about whether a reverse mortgage might be right for him. Next, they answer a question about how advisors charge for their services, and how to differentiate the good advisors from the bad. Lastly, Hanson McClain advisor and Chief Investment Officer David Schauer shares a story about helping clients pass money along to their children and to charity in the most effective way possible.  

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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How do you know if your advisor has your best interests in mind?

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller that wonders if his advisor is giving him unbiased investment advice? Next, a caller asks a question about rolling over an IRA from her former employer, followed by a call about taxes owed on an inheritance. Lastly, Scott and Pat talk to veteran CNBC correspondent, Jane Wells, about her investigative story on the changing concept of retirement.

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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What to do with $400 million in lottery winnings

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller that claims to have won over $400 million in the Powerball lottery, and wants to know how to invest his winnings. Next, a caller asks a question about spousal contributions to an IRA. Then, a call about protecting savings from being used for medical or nursing expenses. Scott and Pat then discuss how to convert a 401k into monthly income. Lastly, Hanson McClain advisor Dave Cox shares a client story about early retirement.

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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