Hanson McClain’s Money Matters

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Saving and Spending for a Fulfilled Life

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with an inherited non-qualified annuity. A caller with a defined benefits pension plan then asks if he should take (and invest) a lump sum instead of continuing with monthly payments. Next, they discuss the Fiduciary Rule: a mandate the department of labor recently re-affirmed. Then, Scott and Pat discuss what it means to live a fulfilled life, and when to spend versus when to save money before and during retirement. Lastly, they talk to Hanson McClain Advisor Keith Johnson, who shares the experience of protecting someone (a recent widow) who was at risk of being taken advantage of by her late husband’s advisor.

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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Living abroad during retirement

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about taking a lump sum instead of monthly payments on a defined benefit pension plan. Next, they discuss Morgan Stanley’s recent purge of their Vanguard mutual funds. Then, a caller asks about what to do with the funds from her home sale as she moves into an independent living facility. Lastly, a caller requests advice on retiring abroad.

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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How to raise children to make smart financial decisions

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with savings from a 401(k). Next, a caller asks about the steps to prepare well for a retirement 5 years in the future. Plus, a discussion with Janet Bodnar of Kiplinger’s magazine about educating children so that they make smart financial decisions.

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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Efficient Gifting to Children and Charities

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller who is curious about whether a reverse mortgage might be right for him. Next, they answer a question about how advisors charge for their services, and how to differentiate the good advisors from the bad. Lastly, Hanson McClain advisor and Chief Investment Officer David Schauer shares a story about helping clients pass money along to their children and to charity in the most effective way possible.  

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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