Hanson McClain’s Money Matters

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Tax Law Changes and Cryptocurrency

On this week’s Hanson McClain’s Money Matters, Scott and Pat interview a CPA from Denver to talk about the new tax law changes and they talk about the state of Cryptocurrency.

Scott and Pat take a call from a caller who has several rental properties want to know how much money he should have in an emergency fund. A man who has an indexed based annuity wants to know what he should do with the rider. A caller wants to know if he should contribute his $16,000 bank of accruals disbursement into his Roth or 457. A man calls on behalf of a friend who is going through a divorce and needs help making a community property decision regarding a CalPERS pension account. A retired military vet wants to know if he and his wife have enough to retire comfortably. Lastly, Scott and Pat welcome Bill Holben, Managing Partner of Holben Hay Lake Balzer CPAs in Denver, Colorado, to talk about the new tax law.

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A New Spin on Non-Traded REIT’s, and the State of the Stock Market

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about a new spin on brokers selling non-traded real-estate investments, and the state of the stock market.

Scott and Pat take a call from a caller who has a variable annuity and wants to know what he should do with that annuity should he need the money. A women who is retired and needs to do $20,000 worth of home improvements and wants to know where she should pull the money from. A women is calling on behalf of her daughter and wants to know if her and her husband should use their savings to pay down the mortgage or continue to save. Next Pat and Scott talk about the current state of the stock market.  A caller wants to know if he and his wife should pay off their primary residence and retirement home they purchase in the California, Foothills. Lastly, Scott and Pat welcome Hanson McClain advisor Eric Henry, who discusses a situation with a client who wants to invest in non-traded real-estate investment trusts for the purpose of long-term care planning.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Annuities, Income Withdrawal Strategies, and Paying Down the Mortgage

On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls including one from the son of a widowed mother who is trying to help his mom with her financial situation now that dad is gone, and a gentlemen who wants to know if he should change his withdrawal strategy from his IRA’s based upon the new tax law.

Scott and Pat take a call from a women who lives in Minnesota and wants to know if there are options for older workers who do not want to leave the workforce. A caller recently retired and wants to know if she should pay off her mortgage with her money market account. A caller is calling on behalf of his widowed mother and wants to know if they should invest the money from her annuity in the stock market. A man who has a large retirement savings wants to know if given the new tax laws he should adjust his retirement income withdrawal strategy. A caller’s wife is a nurse but doesn’t currently have a retirement plan provided by her employer and wants to know where she should save to lower their combined taxable income. Lastly, a women who owns an annuity but doesn’t need the money wants to know if she should annuitize her variable annuity now.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Tips to Help you Prepare for Life in Retirement

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about retirement topics such as debt in retirement, affording to retire, and retiring and starting a new career.

 Scott and Pat take a call from a women who wants to retire in 8 years and start a new career, and she wants to know if she can afford to do that. A caller wants to know if he and his wife should pay off or pay down their current mortgages. A couple wants to know if it makes sense to have the wife collect half of the husband’s social security and wait to collect hers. Lastly, Scott and Pat welcome Hanson McClain advisor Keith Johnson, who discusses a situation with a client who was a good saver and wanted to make sure his investments were on track but quickly found out he was invested in several illiquid expensive financial products.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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What the New Tax Law Means for you and your Money

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax laws and what it will mean for you, and they take a call from a man deciding between a monthly pension and a lump sum.

Scott and Pat take a call from a man who is a disabled vet and wants to know if he can retire from his part-time job and be financially secure. A caller wants to know if he should take a monthly pension or a lump sum from his current employer. A man who is still working at 70 ½ and wants to know if he has to take his minimum distribution and if he can still contribute to his 401(k) through his current employer. A caller wants to know if he should purchase a $40,000 a year Universal Life Insurance policy. Lastly, a caller recently refinanced to a 15 year mortgage and wants to know if her and her husband should be making extra payments to get the mortgage paid off even sooner.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Tips for Preparing to Retire in the New Year or Shortly Beyond

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about what you should be focusing on if you plan to retire in the New Year or in the next few years.

Scott and Pat take a call from a man who wants to know if he is too late to jump on the cryptocurrency and precious metal bandwagon. A caller purchased a fixed annuity many years ago and is of need of the income but is unsure of what to do with the annuity now. A caller with extensive experience remolding and managing properties wants to know if he needs to stop purchasing properties and diversify his investment portfolio. Lastly, Scott and Pat welcome Hanson McClain advisor Laurie Kyro, who discusses a situation with a client who had a terminal illness and needed assistance.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Best of 2017

On this week’s Hanson McClain’s Money Matters, Scott and Pat play the best calls of 2017 for their New Year’s special show.

During the best of segment, Scott and Pat take a call from a retired veteran who wants to know if he should pay cash for his home or mortgage the purchase of the house. A 48 year-old caller wants to if he should purchase long-term care insurance and if so what kind. A caller plans to retire in 12 years and wants to know when is the best time to decrease volatility in his portfolio prior to retirement. Scott and Pat play a clip of their best guest interview with Jane Wells, a CNBC Special Correspondent. Lastly, they take a call from a 83 year-caller who wants to know if he should reevaluate his investments.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Christmas Special: New Tax Bill

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax bill and what the changes will mean for you and your finances.

During the best of segment, Scott and Pat take a call from a retired veteran who wants to know if he should pay cash for his home or mortgage the purchase of the house. A 48 year-old caller wants to if he should purchase long-term care insurance and if so what kind. A caller plans to retire in 12 years and wants to know when is the best time to decrease volatility in his portfolio prior to retirement. Scott and Pat play a clip of their best guest interview with Jane Wells, a CNBC Special Correspondent. Lastly, they take a call from a 83 year-caller who wants to know if he should reevaluate his investments.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Bitcoin Investing, Tax Proposals, and Retirement Planning

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk in-depth about looming tax changes and the buzz around Bitcoin and other Cryptocurrencies.

 

Scott and Pat take a call from a man who will be retiring within four years and wants to know how the USA withdrawing from NAFTA will affect his retirement savings. A caller made non-deductible IRA contributions and wants to know if he should roll over those accounts to Roth IRA. Lastly, a caller wants to know if his Social Security is completely offset by the CRS retirement.

 

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

 

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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Year-End Tax Planning Tips, and Avoiding Taxes on Required Minimum Distributions

On this week’s Hanson McClain’s Money Matters, Scott and Pat provide year-end tips that can assist with tax planning, they help a caller wanting to know how to use home equity effectively, and they talk about interesting ways to avoid taxes on required minimum distributions.

Scott and Pat take a call from a woman who inherited property from her deceased parents and wants to know if the property tax will be reassessed. A couple who has significant credit card debt, wants to know what they should do to help manage their debt. A caller wants to know how she can defer the taxes she will pay when she sells her duplex.  A husband and wife want to know what their investment strategy should be if they have a large amount of retirement savings that they don’t need to use. Lastly, Scott and Pat welcome HMA’s, Barbara Healy, an advisor with the company for over 13 years, who shares a story about tax planning.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.

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