On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls before speaking with long-time Hanson McClain advisor Barbara Healy about a client with a unique spending problem.
Scott and Pat take a call from a man who wants to know if he should invest $150,000 in a popular but controversial fund. A man who loves to invest in real estate thinks it might be time to diversify. A caller wants to know the tax burden on her inheritance. Next, a woman with a much older husband wants to know what they should do with the $340,000 they have in the bank. Lastly, Scott and Pat welcome Hanson McClain advisor, Barbara Healy, who describes a situation with a client who is wired to save and has trouble spending any money.