Hanson McClain’s Money Matters

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Esoteric Financial Products and Planning for Retirement

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about esoteric financial products and take several calls.

Scott and Pat take a call from a caller who has Parkinson’s and wants to know how he should handle his investments given the disease. A caller wants to know how his RMD’s should be distributed. A woman who is self-employed managed to save several million dollars over the course of several years and wants to know how she should invest that money. A caller who doesn’t want to be a landlord but is looking for another to invest is curious about REIT’s and wants to know if they are a good investment option. Lastly, Scott and Pat welcome Hanson McClain president Steve Burnett, who discusses a situation with a client who was concerned about retiring.

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Estate Planning with the New Tax Laws and the Stock Market

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about estate planning with the new tax laws and the current state of the stock market.

Scott and Pat take a call from a caller who received a large windfall from his employer's pension plans and wants to know how to mitigate the increase in his Medicare premiums. A caller wants to know what he and his wife should do with the money she inherited. A woman inherited money from her father and wants to know if the money will be taxed. A man calls on behalf of someone else and wants to know what the maximum Wind Fall Elimination program reduction would be for a teacher who wants to retire at 62. Lastly, Scott and Pat welcome Andrew Kroll, Estate Planning & Asset Protection Attorney at Kroll Law Offices, P.C.

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Tax Law Changes and Cryptocurrency

On this week’s Hanson McClain’s Money Matters, Scott and Pat interview a CPA from Denver to talk about the new tax law changes and they talk about the state of Cryptocurrency.

Scott and Pat take a call from a caller who has several rental properties want to know how much money he should have in an emergency fund. A man who has an indexed based annuity wants to know what he should do with the rider. A caller wants to know if he should contribute his $16,000 bank of accruals disbursement into his Roth or 457. A man calls on behalf of a friend who is going through a divorce and needs help making a community property decision regarding a CalPERS pension account. A retired military vet wants to know if he and his wife have enough to retire comfortably. Lastly, Scott and Pat welcome Bill Holben, Managing Partner of Holben Hay Lake Balzer CPAs in Denver, Colorado, to talk about the new tax law.

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A New Spin on Non-Traded REIT’s, and the State of the Stock Market

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new spin on brokers selling non-traded real-estate investments, and the state of the stock market.

Scott and Pat take a call from a caller who has a variable annuity and wants to know what he should do with that annuity should he need the money. A women who is retired and needs to do $20,000 worth of home improvements and wants to know where she should pull the money from. A women is calling on behalf of her daughter and wants to know if her and her husband should use their savings to pay down the mortgage or continue to save. Next Pat and Scott talk about the current state of the stock market.  A caller wants to know if he and his wife should pay off their primary residence and retirement home they purchase in the California, Foothills. Lastly, Scott and Pat welcome Hanson McClain advisor Eric Henry, who discusses a situation with a client who wants to invest in non-traded real-estate investment trusts for the purpose of long-term care planning.

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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