Hanson McClain’s Money Matters

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Best of 2017

On this week’s Hanson McClain’s Money Matters, Scott and Pat play the best calls of 2017 for their New Year’s special show.

During the best of segment, Scott and Pat take a call from a retired veteran who wants to know if he should pay cash for his home or mortgage the purchase of the house. A 48 year-old caller wants to if he should purchase long-term care insurance and if so what kind. A caller plans to retire in 12 years and wants to know when is the best time to decrease volatility in his portfolio prior to retirement. Scott and Pat play a clip of their best guest interview with Jane Wells, a CNBC Special Correspondent. Lastly, they take a call from a 83 year-caller who wants to know if he should reevaluate his investments.

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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Christmas Special: New Tax Bill

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax bill and what the changes will mean for you and your finances.

During the best of segment, Scott and Pat take a call from a retired veteran who wants to know if he should pay cash for his home or mortgage the purchase of the house. A 48 year-old caller wants to if he should purchase long-term care insurance and if so what kind. A caller plans to retire in 12 years and wants to know when is the best time to decrease volatility in his portfolio prior to retirement. Scott and Pat play a clip of their best guest interview with Jane Wells, a CNBC Special Correspondent. Lastly, they take a call from a 83 year-caller who wants to know if he should reevaluate his investments.

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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Bitcoin Investing, Tax Proposals, and Retirement Planning

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk in-depth about looming tax changes and the buzz around Bitcoin and other Cryptocurrencies.

 

Scott and Pat take a call from a man who will be retiring within four years and wants to know how the USA withdrawing from NAFTA will affect his retirement savings. A caller made non-deductible IRA contributions and wants to know if he should roll over those accounts to Roth IRA. Lastly, a caller wants to know if his Social Security is completely offset by the CRS 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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Year-End Tax Planning Tips, and Avoiding Taxes on Required Minimum Distributions

On this week’s Hanson McClain’s Money Matters, Scott and Pat provide year-end tips that can assist with tax planning, they help a caller wanting to know how to use home equity effectively, and they talk about interesting ways to avoid taxes on required minimum distributions.

Scott and Pat take a call from a woman who inherited property from her deceased parents and wants to know if the property tax will be reassessed. A couple who has significant credit card debt, wants to know what they should do to help manage their debt. A caller wants to know how she can defer the taxes she will pay when she sells her duplex.  A husband and wife want to know what their investment strategy should be if they have a large amount of retirement savings that they don’t need to use. Lastly, Scott and Pat welcome HMA’s, Barbara Healy, an advisor with the company for over 13 years, who shares a story about tax 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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Preparing for retirement, here is the best option for each caller’s situation.

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls, helping callers to determine what options are right for their retirement planning needs. And their response to one caller, in particular, may surprise you. 

Scott and Pat take a call from a man who is helping a friend and wants to know what are the advantages and disadvantages of taking a distribution from a 403B versus an IRA. A caller is considering getting a joint title of property with her mother and wants to know if she will have to pay capital gains when her mother passes. Great savers want to know if they should covert some of their Traditional IRA to a Roth IRA each year. A caller wants to know if his plan to purchase multiple single premium immediate annuities makes sense. A husband and wife want to know when they should start taking Social Security. Lastly, a caller wants to know if she needs life insurance or not.

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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