On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about rising interest rates.
Scott and Pat take a call from a man who has a discretionary retirement account and wants to know what withdrawal rate he should use. A caller who has Parkinson’s disease wants to know how he should manage his real estate portfolio given that he is unsure of how long he can work. A woman wants to know how much money she needs to retire comfortably. A caller plans to retire soon and wants to know if her husband can afford to retire with her. A woman with Whole Life insurance wants to know if she should stop paying into the policy.
On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about cryptocurrency and initial coin offerings.
Scott and Pat take a call from a man who was recently laid off from his job of 30 years and wants to know what he should do with his 401(k). A man with a considerable amount of assets wants to know how he can avoid taxes when he takes distributions from his 457 since he doesn’t need the money. A caller wants to know if he should be concerned about the lack of returns on his 457 and if he should change his allocation to increase returns. A man just started saving at age 49, and he wants to know if he will ever be able to retire. Lastly, Scott and Pat welcome Hanson McClain’s Justin Wilson, who discusses a client with a unique business ownership dilemma that involves numerous employees and both a C and an S corporation.
On this week’s Hanson McClain’s Money Matters radio show, Scott and Pat take several calls and talk about the increase in the sale of life insurance as a retirement investment.
Scott and Pat take a call from a woman who is heavily invested in real estate and wants to know if she should purchase more. A retired teacher with a pension wants to know if his Social Security will be affected by his salary from a part-time job. A caller wants to know the ABCs of preferred stocks, and how much of his portfolio should be reserved for them. Lastly, Scott and Pat welcome Hanson McClain President Steve Burnett, who discusses a client who hoped to retire but wasn’t sure she could afford it.