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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 Mar 02, 2019
Saturday Mar 02, 2019
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path.
Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.