Hanson McClain’s Money Matters

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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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