Hanson McClain’s Money Matters

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Forced retirements, funding college, and liquid investments.

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several questions, helping callers with concerns about Social Security, paying for a child’s college education, and what to do with an inheritance.

Scott and Pat take a call from a woman who wants to know if her husband should apply for Social Security now, or at age 66. A caller wants to know the best way to fund a 529 plan. A woman inherited $40,000 and wants to know which liquid investments she should consider. Lastly, Scott and Pat welcome Cindy Rogers, an advisor from our partner firm in Cincinnati, who discusses a situation where a client was forced to retire early to care for his elderly mother.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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Are “saving” and “not spending money” actually the same thing?

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls before speaking with long-time Hanson McClain advisor Barbara Healy about a client with a unique spending problem.

Scott and Pat take a call from a man who wants to know if he should invest $150,000 in a popular but controversial fund. A man who loves to invest in real estate thinks it might be time to diversify. A caller wants to know the tax burden on her inheritance. Next, a woman with a much older husband wants to know what they should do with the $340,000 they have in the bank. Lastly, Scott and Pat welcome Hanson McClain advisor, Barbara Healy, who describes a situation with a client who is wired to save and has trouble spending any money.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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Finding Alternative Investments and Reducing Risk

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about reducing risk in your portfolio, before taking several calls from individuals wanting to know the risks of alternative investments.

Scott and Pat take a call from a carpenter who is 58-years old and wants to know if he should invest in commercial bridge loans. A caller wants to know if investing with Collins Asset Group will really result in an 8-to-10 percent return. A woman in her 40s wants to know the pros and cons of selling a rental property. Lastly, Scott and Pat welcome Hanson McClain’s Laurie Kyro, who discusses the plight of a client whose sudden ill health has had a major impact on both her life and her retirement plan.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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Protecting Yourself from Bad Investments and Unscrupulous Brokers

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about how to protect yourself from bad investments and unscrupulous investment advisors.

Scott and Pat take a call from a 33-year old man who purchased life insurance with a cash value from a family friend and wants to know if he should cancel the plan. A caller whose parents co-signed her home loan want to be taken off the mortgage: What can they do? Lastly, Scott and Pat welcome Hanson McClain’s Dave Cox who discusses a unique client-situation with complex legal and logistical issues surrounding declining health and being able to stay in his home for as long as possible.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

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