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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 Dec 08, 2018
Saturday Dec 08, 2018
On this week’s Hanson McClain’s Money Matters, Scott and Pat lay out the tax-smart strategies for charitable giving during the holiday season or any time of the year.
Scott and Pat take a call from a husband who wants to contribute to his wife’s IRA. A father gets advice for his daughter and her husband to save for the future while the couple lives in San Francisco. A 66-year-old man is having trouble with the market’s ups-and-downs. A self-employed couple making a combined $70,000 per year want to get started saving for retirement. A woman in her 30s wants to know what Scott and Pat think of the FIRE movement; “Financial Independence, Retire Early.”
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.