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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 high-net-worth investors with 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
Jan 29, 2022
Jan 29, 2022
52 min
On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.
Jan 22, 2022
Jan 22, 2022
52 min
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.
Jan 15, 2022
Jan 15, 2022
52 min
On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up ground. A 71-year-old caller wants information on required minimum distributions. Next, a 61-year-old with five separate retirement savings accounts wants to know which vehicle he should tap first. Lastly, a caller wants to know if he should sell his losing stocks.
Jan 8, 2022
Jan 8, 2022
52 min
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.
Jan 1, 2022
Jan 1, 2022
52 min
On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.