Hanson McClain’s Money Matters

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An investment philosophy is half the equation.

On this week’s Money Matters, Scott and Pat talk about the pension trouble facing government entities and companies like Pacific Gas and Electric. They also discuss the danger of using a retirement strategy based on just a few assumptions.

Scott and Pat take a call from a mother whose daughter has cancer and a lot of debt. She wants to know how to financially protect the grandchildren without the creditors taking the assets. A caller in Minnesota asks if an immediate annuity makes sense for his elderly mother. A retiree asks about Social Security’s windfall provision. A caller with $1.3 million wants protection from outliving his money.  

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

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Investing Doesn’t Need to be Complicated

On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019.

Scott and Pat take a call from a California man who wants to sell his property for $250,000 and buy an out-of-state apartment complex. A 33-year old woman in Missouri wants a better way for her self-employed husband to save for retirement. A man in Northern California had a friend tell him that he made a 30% return investing in real estate and wants to know if he should get in. A 70-year-old man has all of his savings in stock and an advisor pitching him an annuity.

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

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