Hanson McClain’s Money Matters

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What to do with inherited assets, allocating for rising interest rates, and the effects of financial isolation

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss the importance of saving for retirement early and often. They take a call from a listener wanting to know what to do with a house she inherited along with her sister. Next, Scott and Pat advise a caller about an inherited estate. They talk to a listener asking about proper allocation and rising interest rates. Lastly, Hanson McClain talk to Harold Pollack of the University of Chicago about how financial isolation can affect your relationships, financial planning, and 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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Investment fads, and dangerous annuity products

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss why having a complicated financial plan is not always a good idea. They then talk to a caller looking to generate income from $200,000 she has to invest. Next, Scott and Pat advise a caller who invested money in a scheme that promised a 20% return. Later, they discuss recent investment fads, followed by a question from a caller about paying off a mortgage with a Roth IRA. Lastly, Hanson McClain advisor Laurie Kyro calls in to discuss the time she helped a client who was scammed by an annuity salesperson.

 

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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Investing large sums of money in the current market, and the feasibility of rental properties

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about what you can do if you have a large sum of cash to invest. They then talk about why rental properties may make sense for some portfolios. Next, they help callers with their financial questions. Lastly, Pat and Scott talk to Paula Span, a veteran journalist who has written the New Old Age, a column on aging and caregiving for the New York Times, since 2009.

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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State Pensions and Student Loans

On this week’s Hanson McClain’s Money Matters: Scott and Pat take a question about “means testing” for Social Security. They then talk to a state worker who has an interesting retirement account predicament. Next, they take a call from a father who co-signed for his daughter’s student loans just before she was tragically disabled in a car accident. Lastly, Pat and Scott talk to Hanson McClain Advisor Eric Henry about 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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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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An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to sports agent Leigh Steinberg, Esq. (upon whom the Academy Award winning Tom Cruise movie Jerry McGuire is based), as he describes how he helps sports’ biggest stars manage their windfall salaries to last beyond their careers. Also, Pat and Scott take calls about retirement savings and investments.

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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Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss potential changes to the fiduciary standard under the Trump administration. They then take calls about RMDs and little known facts about DNO insurance. Finally, a conversation about complex portfolios is followed by a discussion about paying off your mortgage.

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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