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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 Jul 15, 2017
Saturday Jul 15, 2017
This week’s show begins with a conversation about the type of client-centric, non-self-serving advice Scott and Pat provide. This is followed by a series of callers that begins with a question about Social Security and “file and suspend.” Simply, where did it go? Next, a caller who has saved almost $2 million, but feels, based on his lifestyle, that it might not be enough. The episode culminates with a visit from 20-year HMA advisor, our Chief Investment Officer, David Schauer, who checks in with an interesting client story about health savings accounts and IRAs.