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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
Dec 1, 2018
Dec 1, 2018
52 min
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about client reactions to the current market and the meaning of diversification.
Scott and Pat take a call from a man who wants to sell his rental property to pay off a mortgage. A 63-year old caller with $63,000 in debt learns he’s a long way from retirement. A woman wants to know exactly how much she’s paying her advisor. A 30-year-old making $105,000 a year asks if he’s on track for a secure and sustainable retirement.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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