On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the current state of the market, particularly the IPO market.
Scott and Pat take a call from a man who wants to know if he should purchase a universal life insurance policy. A caller wants to know where he should invest the money he made from the sale of a property. A caller received an inquiry from a financial advisor. He asked the advisor if he was a fiduciary, to which he replied: “I can be.” Can an advisor really be a part-time fiduciary?
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new permanent tax law and its impact on required minimum distributions.
Scott and Pat take a call from a 65-year-old man who inherited $75,000 and wants to know if he should pay off his home or invest the money. A woman owns a rental home in Southern California, and she wants to know what will happen if Proposition 10 passes. A caller owes $33,000 in student loans and wants to know if he should invest more money.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Scott and Pat begin this week’s show with a conversation about the current volatility in the market. They then take a call from a man who inherited $60,000 and wants to know where to invest the money in a low-risk investment. A caller who has worked for a company for a number of years must deal with a big change to his 401(k). A disabled couple who own their home wants to know if a reverse mortgage is a good idea. And, finally, a caller who filed for bankruptcy due to medical expenses has a couple of complex financial questions.
