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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 May 12, 2018
Saturday May 12, 2018
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the potential risks that exist when an investor is overweighted in their company’s stock. They also take several calls and talk about how financial planning is a dynamic process that should evolve and change as an investor’s life changes.
Scott and Pat take a call from a man who wants to know if he should purchase a whole life insurance policy. A woman who has a $100,000 in a 401(k), wants to know if she should move the money to CD ladders to avoid risk. A caller’s mother has gifted her $14,000 and planned to gift her more money; the caller wants to know how much she can be gifted before she will owe taxes. A man who is 66 wants to know if he should take his Social Security or wait until his full retirement age at 70.