Tax Season is Here
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.
Will Social Security be a third rail topic?
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.
Social Security’s Uncertain Future
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.
We understand insurance. We don’t sell insurance.
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.
