On this week’s Money Matters, Scott and Pat talk about some ways you can get ready for tax time, and the myth about filing an extension.
Scott and Pat talk to a man in Denver who wants to change his adjustable life insurance. A Colorado caller says his employer is phasing out his 401(k) and giving only one option. A woman asks how she should save for her children’s college education. A Sacramento man with $1.5 million saved and a $75,000 pension is concerned the market is overheating and considering municipal bonds. A financial advisor is selling a man with $2 million in savings a variable annuity.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
On this week’s Money Matters, Scott and Pat talk about why Social Security may or may not be a huge issue in the 2020 presidential election. Scott and Pat also discuss Hanson McClain’s transition to Allworth Financial.
Scott and Pat talk to a man in Folsom who has $147,000 in a bond fund and an advisor trying to move his money. A San Louis Obispo caller is considering buying rental properties for tax write-offs. A retiree collecting a disability benefit asks if he can collect Social Security based on his ex-wife’s record. Finally, a man in Oakland weighs investing $1 million in an S&P 500 or the total stock market fund.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
On this week’s Money Matters, Scott and Pat discuss their beliefs about the future of Social Security, and who may feel benefit cuts.
Scott and Pat talk to a woman in Rancho Cordova who is expecting a divorce settlement and asks what she should do with the money. A man with $800,000 saved is considering using his money to pay down his mortgage. A caller in Indiana is concerned about how his wife will get taxed on an inheritance. A woman with $1.4 million worth of properties wants to sell a house and open an RV park.
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 the student loan crisis, and an insurance convention that inspired them to take a different career path.
Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
