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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Saturday Oct 30, 2021
Saturday Oct 30, 2021
On this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment.
Scott and Pat advise a caller with $1.2 million in retirement savings about becoming a more passive investor. A caller with an income of $114,000 asks if he should take Social Security early. A bicycle racer asks how he can fund his hobby in retirement. Scott and Pat speak with a woman in California who is concerned what will happen to her bond investments if interest rates rise. Finally, a father in Virginia asks how he can prepare for a future financial collapse.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Oct 23, 2021
Saturday Oct 23, 2021
On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax.
Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during retirement. A caller asks how her stock options will be impacted when her company goes public. Scott and Pat speak with a woman looking to invest the money in her revocable trust. A Michigan man with a family income of $250,000 a year asks if he’s on track to retire early. Finally, a retired caller with a $1 million inheritance asks how she should invest the money.
Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Oct 16, 2021
Saturday Oct 16, 2021
On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates.
Scott and Pat advise a new father making $300,000 a year about saving for his child’s future. A Massachusetts caller asks how to develop a more thoughtful Roth conversion strategy for his $1.8 million in retirement savings. A federal employee with $1.2 million in a Thrift Savings Plan asks if he can afford to retire comfortably. A California caller asks if he should pay down his $115,000 mortgage balance with his 401(k). Finally, Scott and Pat advise a saver about how he should handle his multiple life insurance policies.
Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.
Saturday Oct 09, 2021
Saturday Oct 09, 2021
On this week’s Money Matters, Scott and Pat explain how low interest rates impact equities, the housing market, and the strange investment trends of 2021.
Scott and Pat advise a father in Kansas City about how he can leave his $4 million IRA to his children in a tax-smart way. A caller with $800,000 in her 401(k) asks how she should pay for her vacations during retirement.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Oct 02, 2021
Saturday Oct 02, 2021
On this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise.
Scott and Pat advise a New Jersey woman about handling $100,000 in a union retirement savings plan. A West Virginia man asks if he should invest $600,000 with a financial advisor who picks stocks. Finally, a caller planning to sell a house for $1.5 million asks what tax-write offs he should include in the sale.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.