Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some money moves that you can make to kick off 2019.
Scott and Pat take a call from an engineer who wants to leave money for his children. A woman in her 40’s wants to save for retirement, help her son pay for college, and start a new career. A caller wants to help his elderly mother invest in the stock market. A mother is planning to change jobs and wants to help her son pay for college. A son got his now-deceased grandmother to co-sign a student loan, and the father is concerned about the estate. Finally, Scott and Pat advise a retiree who wants to ensure her pension will also help her husband.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Celebrating the Holidays, this week’s Money Matters is a look back at some of the most memorable calls from 2018.
Scott and Pat talk to a charitably-inclined caller who wants to give stock to a non-profit. A man wants to know if it’s a good idea to “invest” in cryptocurrencies and precious metals. A retiree with an $80,000 yearly pension is concerned about Social Security’s future. One of the show’s youngest callers gets help deciding where to go to college. A man suspects his current advisor is not a real fiduciary after being put in high-fee mutual funds. Finally, Scott and Pat help a divorced veteran who wants to save for retirement and his daughter’s college education.
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 look back on the cryptocurrency boom and bust, and why the values of long-term investing are best learned through experience.
Scott and Pat take a call from a man in Denver who wants to know if he should take his mortgage into retirement. A woman in Colorado put $260,000 of her inheritance in expensive annuities and is worried about the stock market’s ups-and-downs. A man in the Bay Area considers renting his $1.5 million house through retirement. Finally, Scott and Pat take a call from state employee in Roseville who is concerned about the future of California’s state pension.
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 lay out the tax-smart strategies for charitable giving during the holiday season or any time of the year.
Scott and Pat take a call from a husband who wants to contribute to his wife’s IRA. A father gets advice for his daughter and her husband to save for the future while the couple lives in San Francisco. A 66-year-old man is having trouble with the market’s ups-and-downs. A self-employed couple making a combined $70,000 per year want to get started saving for retirement. A woman in her 30s wants to know what Scott and Pat think of the FIRE movement; “Financial Independence, Retire Early.”
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 client reactions to the current market and the meaning of diversification.
Scott and Pat take a call from a man who wants to sell his rental property to pay off a mortgage. A 63-year old caller with $63,000 in debt learns he’s a long way from retirement. A woman wants to know exactly how much she’s paying her advisor. A 30-year-old making $105,000 a year asks if he’s on track for a secure and sustainable retirement.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
