Hanson McClain’s Money Matters

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Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry

On this week’s Hanson McClain’s Money Matters: Scott and Pat take a call about converting rental property income to mortgage-backed securities. They then talk to a state worker looking to retire in the next few years, who wonders if she should invest more aggressively with assets she won’t immediately need. Finally, a discussion with financial industry thought leaderleader Kevin Knull, president of PIEtech and creator of MoneyGuidePro, the industry’s leading financial planning software.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also submit a question at questions@moneymatters.comat 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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#1031 Exchanges, Variable Life Insurance, and Financial Planning after the Death of Your Spouse

On this week’s Hanson McClain’s Money Matters: Scott and Pat take a call about a #1031 exchange. What is it, and what do you do with one? They then talk to a caller who is seeking advice on variable life insurance in an estate plan (their opinion may surprise you). Next, they help a recently widowed woman with some tough financial decisions ahead. Finally, Hanson McClain advisor Lauren Williams calls in to share an interesting client story.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also 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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Tax tips, disappearing pensions, and windfall insurance settlements

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about “financial advisors” that act as fiduciaries some of the time, while acting like sales people at other times. Then, they talk to a caller about his “frozen pension” after his employer discontinued their pension option. Next, they counsel a caller on how to invest a large insurance settlement she recently received from an accident. Lastly, they talk to Steven J. Olds, CPA of Williams & Olds, CPAs about tax tips for this tax season. 

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also 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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Bad life insurance, dangerous indexed annuities, and preparing for retirement

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about a bad life insurance product that he purchased. Next, they warn a caller who is considering working for a company that sells indexed annuities. Then, Scott and Pat talk to a union employee looking to prepare his investments for retirement. Finally, they talk to Steve Burnett, President of Hanson McClain Advisors about helping a couple plan for retirement.  

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also 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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