Hanson McClain’s Money Matters

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What the New Tax Law Means for you and your Money

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax laws and what it will mean for you, and they take a call from a man deciding between a monthly pension and a lump sum.

Scott and Pat take a call from a man who is a disabled vet and wants to know if he can retire from his part-time job and be financially secure. A caller wants to know if he should take a monthly pension or a lump sum from his current employer. A man who is still working at 70 ½ and wants to know if he has to take his minimum distribution and if he can still contribute to his 401(k) through his current employer. A caller wants to know if he should purchase a $40,000 a year Universal Life Insurance policy. Lastly, a caller recently refinanced to a 15 year mortgage and wants to know if her and her husband should be making extra payments to get the mortgage paid off even sooner.

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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Tips for Preparing to Retire in the New Year or Shortly Beyond

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about what you should be focusing on if you plan to retire in the New Year or in the next few years.

Scott and Pat take a call from a man who wants to know if he is too late to jump on the cryptocurrency and precious metal bandwagon. A caller purchased a fixed annuity many years ago and is of need of the income but is unsure of what to do with the annuity now. A caller with extensive experience remolding and managing properties wants to know if he needs to stop purchasing properties and diversify his investment portfolio. Lastly, Scott and Pat welcome Hanson McClain advisor Laurie Kyro, who discusses a situation with a client who had a terminal illness and needed assistance.

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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