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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 high-net-worth investors with 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?
Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Aug 29, 2015
Aug 29, 2015
52 min
This week’s topics: a call about what to do with an inherited 401k. Then, two calls about investing in gold and precious metals, followed by a question about refinancing a rental house. Finally, a call about RMDs from 457s and IRAs, and a discussion about net unrealized appreciation.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
Aug 27, 2015
Aug 27, 2015
48 min
This week’s topics: a discussion about the market volatility, followed by a call about living trusts, then a call and discussion about the best time to retire, and how much to withdraw from a 401k. Lastly, Scott and Pat take a call about what to do with an actively managed mutual fund in today’s market conditions.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
Aug 15, 2015
Aug 15, 2015
56 min
This week’s topics: a call about the best to manage taxes on IRAs when converting to a Roth IRA, a call about setting up for success in life and investing from a college student, as well as a question about using an immediate annuity vs. other investing options for someone in their 80s.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
Aug 10, 2015
Aug 10, 2015
49 min
This week’s topics: a discussion about the dangers of using life insurance as an investment, a call about non traded REITs vs traded REITs, followed by a question about risk tolerances and risky trades. Also, a discussion about emerging market funds as investments, and Puerto Rico’s default troubles. Lastly, Scott and Pat answer a question about converting an IRA to a Roth IRA.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
Aug 1, 2015
Aug 1, 2015
51 min
This week’s topics: A call about qualified longevity annuity contracts, followed by a question on universal life insurance. Also, a call about rolling a 401K over to an annuity and, lastly, Scott and Pat answer a question about filing and suspending Social Security.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.