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Les Fong
Jun 10, 2019
I have been listening to Scott and Pat since the beginning and their investment advice gas been invaluable. to me. It helps me to see through the marketing BS that is prevalent in this field. I never miss a podcast.
Episode | Date |
---|---|
Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story
|
May 31, 2025 |
401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips
|
May 24, 2025 |
Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving
|
May 17, 2025 |
April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose
|
May 10, 2025 |
Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
|
May 03, 2025 |
A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
|
Apr 25, 2025 |
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers
|
Apr 19, 2025 |
Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
|
Apr 12, 2025 |
Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire
|
Apr 05, 2025 |
Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
|
Mar 29, 2025 |
Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions
|
Mar 22, 2025 |
A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey
|
Mar 15, 2025 |
Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies
|
Mar 08, 2025 |
SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now
|
Mar 08, 2025 |
Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy
|
Mar 01, 2025 |
The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.
|
Feb 22, 2025 |
Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.
|
Feb 15, 2025 |
Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.
|
Feb 08, 2025 |
401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.
|
Feb 01, 2025 |
IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.
|
Jan 25, 2025 |
Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.
|
Jan 18, 2025 |
2025 stock myths, tax hacks, crash fears, and retirement strategies.
|
Jan 11, 2025 |
The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.
|
Jan 04, 2025 |
The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?
|
Dec 28, 2024 |
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.
|
Dec 21, 2024 |
Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.
|
Dec 14, 2024 |
A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.
|
Dec 07, 2024 |
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
|
Nov 30, 2024 |
Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.
|
Nov 23, 2024 |
Allworth's Money Matters Podcast Trailer
|
Nov 18, 2024 |
Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
|
Nov 16, 2024 |
The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
|
Nov 09, 2024 |
Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
|
Nov 02, 2024 |
Navigating direct indexing, Roth conversions, real estate, and AI concerns.
|
Oct 26, 2024 |
Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
|
Oct 19, 2024 |
Money Matters: Navigating financial decisions amidst market uncertainty.
|
Oct 12, 2024 |
Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
|
Oct 05, 2024 |
Navigating Financial Turbulence: Election Impacts and Investment Strategies
|
Sep 28, 2024 |
Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
|
Sep 21, 2024 |
Navigating financial waters: Investments, retirement, and risk.
|
Sep 14, 2024 |
Money Matters: Retirement planning, tax strategies, investment insights, and more.
|
Sep 07, 2024 |
Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
|
Aug 31, 2024 |
A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
|
Aug 24, 2024 |
Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
|
Aug 17, 2024 |
An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
|
Aug 10, 2024 |
The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
|
Aug 03, 2024 |
Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
|
Jul 27, 2024 |
When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
|
Jul 20, 2024 |
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
|
Jul 13, 2024 |
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
|
Jul 06, 2024 |
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
|
Jun 29, 2024 |
Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
|
Jun 22, 2024 |
The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
|
Jun 15, 2024 |
The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
|
Jun 08, 2024 |
The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.
|
Jun 01, 2024 |
The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
|
May 25, 2024 |
A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
|
May 18, 2024 |
A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.
|
May 11, 2024 |
Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
|
May 04, 2024 |
A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
|
Apr 27, 2024 |
A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.
|
Apr 20, 2024 |
Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.
|
Apr 13, 2024 |
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
|
Apr 06, 2024 |
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.
|
Mar 30, 2024 |
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
|
Mar 23, 2024 |
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
|
Mar 16, 2024 |
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
|
Mar 09, 2024 |
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
|
Mar 02, 2024 |
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
|
Feb 24, 2024 |
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
|
Feb 17, 2024 |
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
|
Feb 10, 2024 |
The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
|
Feb 03, 2024 |
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
|
Jan 27, 2024 |
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
|
Jan 20, 2024 |
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
|
Jan 13, 2024 |
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
|
Jan 06, 2024 |
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
|
Dec 30, 2023 |
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
|
Dec 23, 2023 |
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
|
Dec 16, 2023 |
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
|
Dec 09, 2023 |
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
|
Dec 02, 2023 |
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
|
Nov 25, 2023 |
Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
|
Nov 18, 2023 |
How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
|
Nov 11, 2023 |
The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
|
Nov 04, 2023 |
The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
|
Oct 28, 2023 |
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.
|
Oct 21, 2023 |
Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
|
Oct 14, 2023 |
Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
|
Oct 07, 2023 |
Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
|
Sep 30, 2023 |
A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
|
Sep 23, 2023 |
Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
|
Sep 16, 2023 |
A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
|
Sep 09, 2023 |
Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
|
Sep 02, 2023 |
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
|
Aug 26, 2023 |
Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.
|
Aug 19, 2023 |
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
|
Aug 12, 2023 |
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
|
Aug 05, 2023 |
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
|
Jul 29, 2023 |
Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
|
Jul 22, 2023 |
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
|
Jul 15, 2023 |
The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
|
Jul 08, 2023 |
The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
|
Jul 01, 2023 |
Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
|
Jun 24, 2023 |
Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
|
Jun 17, 2023 |
The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
|
Jun 10, 2023 |
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
|
Jun 03, 2023 |
Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
|
May 27, 2023 |
A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
|
May 20, 2023 |
The fight against inflation, a debt ceiling showdown, and your questions answered.
|
May 13, 2023 |
The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.
|
May 06, 2023 |
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
|
Apr 29, 2023 |
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
|
Apr 22, 2023 |
Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.
|
Apr 15, 2023 |
When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
|
Apr 08, 2023 |
The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?
|
Apr 01, 2023 |
A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
|
Mar 25, 2023 |
SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.
|
Mar 18, 2023 |
A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
|
Mar 11, 2023 |
When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
|
Mar 04, 2023 |
The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
|
Feb 25, 2023 |
The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
|
Feb 18, 2023 |
The future of Social Security, Roth conversions, and managing money during a job change.
|
Feb 11, 2023 |
The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
|
Feb 04, 2023 |
An IRA dilemma, a question about taxes, and why not all recessions are the same.
|
Jan 28, 2023 |
How the fundamentals of investing will serve you well in 2023.
|
Jan 21, 2023 |
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
|
Jan 14, 2023 |
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
|
Jan 07, 2023 |
Looking back at 2022 and preparing you for 2023 and beyond.
|
Dec 31, 2022 |
The most entertaining and informative calls of 2022.
|
Dec 24, 2022 |
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
|
Dec 17, 2022 |
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
|
Dec 10, 2022 |
Is the classic 60-40 portfolio model dead?
|
Dec 03, 2022 |
Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
|
Nov 26, 2022 |
The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
|
Nov 19, 2022 |
Rebalancing your portfolio, questions about Social Security, and where to allocate income.
|
Nov 12, 2022 |
The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
|
Nov 05, 2022 |
Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
|
Oct 29, 2022 |
The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
|
Oct 22, 2022 |
Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
|
Oct 15, 2022 |
The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
|
Oct 08, 2022 |
The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?
|
Oct 01, 2022 |
Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
|
Sep 24, 2022 |
The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.
|
Sep 17, 2022 |
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
|
Sep 10, 2022 |
Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
|
Sep 03, 2022 |
A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
|
Aug 27, 2022 |
Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
|
Aug 20, 2022 |
Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
|
Aug 13, 2022 |
Risk tolerance, advice on life insurance, and why tax time should be all the time
|
Aug 06, 2022 |
The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
|
Jul 30, 2022 |
How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
|
Jul 23, 2022 |
A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
|
Jul 16, 2022 |
When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.
|
Jul 09, 2022 |
When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.
|
Jul 02, 2022 |
Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.
|
Jun 25, 2022 |
Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.
|
Jun 18, 2022 |
Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?
|
Jun 11, 2022 |
Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money
|
Jun 04, 2022 |
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
|
May 28, 2022 |
The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing
|
May 21, 2022 |
A perfect example of financial planning, and a house call to a man who “accidentally retired”
|
May 14, 2022 |
Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off
|
May 07, 2022 |
Money markets, mortgages, marriage and more!
|
Apr 30, 2022 |
Financial security, Roth conversions, and I’ve got stock - what should I do with it?
|
Apr 23, 2022 |
Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
|
Apr 16, 2022 |
A deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice?
|
Apr 09, 2022 |
Fighting inflation, a warning about an inheritance, and the man who blew all his money because he “thought” he was dying
|
Apr 02, 2022 |
What financial security feels like, and when to access money you don’t need right now
|
Mar 26, 2022 |
Big swings on Wall Street: a reality check
|
Mar 19, 2022 |
Car prices, high-dividend stocks, and reallocating a risky portfolio.
|
Mar 12, 2022 |
The impact of the war in Ukraine, life insurance, and recovering from numerous financial mistakes.
|
Mar 05, 2022 |
Conflict in Ukraine: Remain Calm
|
Feb 26, 2022 |
“An 11 year old told me to invest in crypto.”
|
Feb 19, 2022 |
”An 11 year old told me to invest in crypto.”
|
Feb 19, 2022 |
A bullseye on target-date funds
|
Feb 12, 2022 |
Stock market volatility, advice on buying rental property, and a lesson in cryptocurrency.
|
Feb 05, 2022 |
Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock
|
Jan 29, 2022 |
Market corrections, low-tax states for retirement, and living wills and trusts.
|
Jan 22, 2022 |
The COVID resistant market, savings advice for late bloomers, and required minimum distributions.
|
Jan 15, 2022 |
Family financial conversations, money from an inheritance, and an overview of SEPs.
|
Jan 08, 2022 |
Financial resolutions for the New Year, debt management, and Indexed Universal Life
|
Jan 01, 2022 |
This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.
|
Dec 25, 2021 |
Record inflation, building long-term wealth, and converting a term life insurance policy.
|
Dec 18, 2021 |
Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.
|
Dec 11, 2021 |
The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.
|
Dec 04, 2021 |
Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.
|
Nov 27, 2021 |
Rising home prices, the impact of inflation, and long-term care insurance.
|
Nov 20, 2021 |
The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.
|
Nov 13, 2021 |
Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.
|
Nov 06, 2021 |
Low interest rates, Tesla at $1 trillion, and a Trump SPAC
|
Oct 30, 2021 |
Questions for a global minimum tax
|
Oct 23, 2021 |
The shadow inflation problem
|
Oct 16, 2021 |
The cheap debt conundrum
|
Oct 09, 2021 |
Expect rising insurance costs
|
Oct 02, 2021 |
Gold versus inflation
|
Sep 25, 2021 |
Tax increases and your changing financial plans
|
Sep 18, 2021 |
A new home with no proof of income.
|
Sep 11, 2021 |
There’s no such thing as a “Free Lunch.”
|
Sep 04, 2021 |
Annuities inside 401(k)s
|
Aug 28, 2021 |
Planning for future tax changes.
|
Aug 21, 2021 |
Rolling a truck through a loophole.
|
Aug 14, 2021 |
A half-trillion-dollar wipeout
|
Aug 07, 2021 |
Buy, borrow, die
|
Jul 31, 2021 |
The 2% plummet
|
Jul 24, 2021 |
Deciding when to sell an asset.
|
Jul 17, 2021 |
Learning from your investment history
|
Jul 10, 2021 |
The myth of “unleashing” home equity
|
Jul 03, 2021 |
Quantitative easing and interest rates
|
Jun 26, 2021 |
When the ducks quack...
|
Jun 19, 2021 |
Taking care of your pets and your finances
|
Jun 12, 2021 |
Vetting your financial advisor
|
Jun 05, 2021 |
The best calls from recent programs
|
May 29, 2021 |
Stock picking and coin flipping
|
May 22, 2021 |
Volatility returns to the stock market
|
May 15, 2021 |
Cryptocurrency and Greater Fools
|
May 08, 2021 |
The challenge of tax planning.
|
May 01, 2021 |
Retirement planning when life happens
|
Apr 24, 2021 |
This too shall end.
|
Apr 17, 2021 |
Ballooning national debt and the risk to retirees
|
Apr 10, 2021 |
The allure of a risk-free retirement
|
Apr 03, 2021 |
Could Tesla become a Blockbuster?
|
Mar 27, 2021 |
The swings and fascinations of this year’s financial markets.
|
Mar 20, 2021 |
The so-called relief bill
|
Mar 13, 2021 |
Silicon Valley wages in rust belt towns.
|
Mar 06, 2021 |
There is no silver bullet investment.
|
Feb 27, 2021 |
The SPAC Boom
|
Feb 20, 2021 |
The costs of free stock trading
|
Feb 13, 2021 |
The right and wrong ways to refinance
|
Feb 06, 2021 |
Mortgaging the future
|
Jan 30, 2021 |
Lack of opportunity and disposable income
|
Jan 23, 2021 |
Free money and no-interest mortgages
|
Jan 16, 2021 |
You cannot time the market
|
Jan 09, 2021 |
Big financial resolutions versus incremental changes
|
Jan 02, 2021 |
The heartwarming calls from 2020
|
Dec 26, 2020 |
Where Donor Advised Funds are helping.
|
Dec 19, 2020 |
Why we’re donating $1 million to help foster children.
|
Dec 12, 2020 |
When stock prices grow faster than earnings…
|
Dec 05, 2020 |
A savings method that you may miss
|
Nov 28, 2020 |
Financial advice from California to Guam
|
Nov 21, 2020 |
Are you smarter than the market?
|
Nov 14, 2020 |
Politics, your investments, and what really matters
|
Nov 07, 2020 |
Ambient emotions and your financial decisions
|
Oct 31, 2020 |
A Fool’s Game
|
Oct 24, 2020 |
The early retirement “choice.”
|
Oct 17, 2020 |
Is COVID-19 changing the way you think about money?
|
Oct 10, 2020 |
Calls about the pandemic and possible new retirement goals
|
Oct 03, 2020 |
Day traders, options, and a soaring stock market
|
Sep 26, 2020 |
Are we in another dot-com bubble?
|
Sep 19, 2020 |
Rising home prices and negotiable rents
|
Sep 12, 2020 |
Clarity returns to the stock market
|
Sep 05, 2020 |
Using your home’s equity
|
Aug 29, 2020 |
Making sense of today’s stock market
|
Aug 22, 2020 |
Is gold an investment or a commodity?
|
Aug 15, 2020 |
Retirement planning for couples
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Aug 08, 2020 |
Regaining your confidence about retirement
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Aug 01, 2020 |
Social Security’s funding crisis is here
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Jul 25, 2020 |
Shedding light on faulty investment ideas
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Jul 18, 2020 |
Investing in a challenging market
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Jul 11, 2020 |
How is your financial advisor paid?
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Jul 04, 2020 |
The diversified disciplined investment strategy wins again.
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Jun 27, 2020 |
What’s going on with these markets?
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Jun 20, 2020 |
Fewer business trips, fewer office buildings
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Jun 13, 2020 |
Nobody predicted the market’s rebound
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Jun 06, 2020 |
The bond market’s message
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May 30, 2020 |
Markets Are Resilient But, How Will Unemployment Impact Businesses?
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May 23, 2020 |
25 years and 1 million downloads later, retirement has changed
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May 16, 2020 |
What is your investment strategy?
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May 09, 2020 |
Personal guarantees and debt can wreck your finances
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May 02, 2020 |
Public pensions are in more trouble
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Apr 25, 2020 |
A recession is like a forest fire
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Apr 18, 2020 |
Today’s fear affects your long-term goals
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Apr 11, 2020 |
Taking control of your finances and staying sane
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Apr 04, 2020 |
The CARES Act and its impact on you.
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Mar 28, 2020 |
This too shall pass
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Mar 21, 2020 |
Special Edition: Reacting to the Coronavirus as an Investor
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Mar 17, 2020 |
Coronavirus and stock market turbulence
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Mar 14, 2020 |
The SECURE Act & the Impact on Estate Planning
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Mar 07, 2020 |
Are you concerned about market turbulence?
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Feb 29, 2020 |
Saving is more difficult in your 50s
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Feb 22, 2020 |
Your financial advisor’s sales goals may affect you.
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Feb 15, 2020 |
Protecting your money in the first years of retirement
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Feb 08, 2020 |
What is your purpose in retirement?
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Feb 01, 2020 |
Stock prices don’t tell the whole story.
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Jan 25, 2020 |
Financial products for aging Americans
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Jan 18, 2020 |
Is your financial advisor a full-time fiduciary?
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Jan 11, 2020 |
Become and remain financially independent
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Jan 04, 2020 |
Financial New Year’s Resolutions
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Dec 28, 2019 |
When should you consider a Roth conversion?
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Dec 21, 2019 |
End-of-year tax planning
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Dec 14, 2019 |
Put your power of attorney and advance healthcare directives in place.
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Dec 07, 2019 |
If you are a high earner, take Social Security ASAP.
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Nov 30, 2019 |
Where do bonds fit in your savings?
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Nov 23, 2019 |
The broken promises of indexed annuities.
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Nov 16, 2019 |
Prepare your retirement savings for the next downturn.
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Nov 09, 2019 |
Who gets caught in modern Ponzi schemes?
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Nov 02, 2019 |
The We Company’s flopped IPO
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Oct 26, 2019 |
Can you really afford your car?
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Oct 19, 2019 |
Want a lower mortgage rate? Just ask.
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Oct 12, 2019 |
Is Facebook a monopoly?
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Oct 05, 2019 |
A financial model can say whatever you want
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Sep 28, 2019 |
A disturbing investment trend
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Sep 21, 2019 |
A $700,000 yearly income and no retirement savings.
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Sep 14, 2019 |
Bernie Sanders meets Scott
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Sep 07, 2019 |
What do negative interest rates mean for you?
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Aug 31, 2019 |
Would you disown your child to cut college costs?
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Aug 24, 2019 |
Volatility is back: What Does That Mean for Your Investment Strategy?
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Aug 17, 2019 |
The next Bernie Madoff could be lurking in your neighborhood
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Aug 10, 2019 |
Making Money by Making Mistakes
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Aug 03, 2019 |
Who is on the other side of your stock trades?
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Jul 27, 2019 |
Be skeptical about private placements
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Jul 20, 2019 |
Should you use your 401(k) to pay down your mortgage?
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Jul 13, 2019 |
Upcoming legislation could affect your retirement
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Jul 06, 2019 |
Protecting yourself, and loved ones, in later years
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Jun 29, 2019 |
An upcoming Supreme Court case could affect your retirement.
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Jun 22, 2019 |
Will the new fiduciary rule change the advice you receive?
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Jun 15, 2019 |
Is a Roth 401(k) a good option for you?
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Jun 08, 2019 |
A special announcement from Scott and Pat
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Jun 03, 2019 |
How much could new retirement legislation impact you?
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Jun 01, 2019 |
Today’s IPOs are not like ones in the past.
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May 25, 2019 |
When capital chases a product, prices increase.
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May 18, 2019 |
Advice for graduates and their parents
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May 11, 2019 |
Bad investment products are sold, not bought.
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May 04, 2019 |
The Hot Industries of Today Will Not Be Hot Tomorrow
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Apr 27, 2019 |
Help your grandchildren, but not at the expense of your retirement.
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Apr 20, 2019 |
Stocks don’t know that you own them
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Apr 13, 2019 |
The Red Flags of Bad Investments
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Apr 06, 2019 |
Who are reverse mortgages right for?
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Mar 30, 2019 |
Tax Season is Here
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Mar 23, 2019 |
Will Social Security be a third rail topic?
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Mar 16, 2019 |
Social Security’s Uncertain Future
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Mar 09, 2019 |
We understand insurance. We don’t sell insurance.
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Mar 02, 2019 |
The problem with marijuana stocks.
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Feb 23, 2019 |
Inflation can be your greatest danger in retirement.
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Feb 16, 2019 |
Insurance companies are in the same market as you.
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Feb 09, 2019 |
Revenue sharing can change your advisor’s view.
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Feb 02, 2019 |
What the new tax law means for mortgages.
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Jan 26, 2019 |
The real value of sound financial advice.
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Jan 19, 2019 |
An investment philosophy is half the equation.
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Jan 12, 2019 |
Investing Doesn’t Need to be Complicated
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Jan 05, 2019 |
Investing in Yourself is Saving
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Dec 29, 2018 |
Happy Holidays – Best of Show
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Dec 22, 2018 |
Hope is Not an Investment Strategy
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Dec 15, 2018 |
Giving is a healthy discipline for your finances.
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Dec 08, 2018 |
Don’t confuse the broad stock market with one company.
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Dec 01, 2018 |
Thanksgiving Best of Show
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Nov 24, 2018 |
Baby Boomers are Unretiring
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Nov 17, 2018 |
The Problem with Investing in Timber
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Nov 10, 2018 |
FANG Stocks and the Importance of Diversification
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Nov 05, 2018 |
The Current State and Trend of Today’s IPO Market
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Oct 27, 2018 |
Avoiding Taxation on Required Minimum Distributions
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Oct 20, 2018 |
Current volatility in the market, and the basics of reverse mortgages.
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Oct 13, 2018 |
The Demise of the DOL Fiduciary Rule and What It Means for You
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Sep 29, 2018 |
How You Should Think About Your Social Security Benefits
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Sep 01, 2018 |
Preparing Your Finances and Delaying Retirement
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Jul 28, 2018 |
The Impact of Life Expectancy on Pensions and Social Security
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Jul 14, 2018 |
Saving for Retirement & Investing Profits
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Jun 30, 2018 |
How to Afford Retirement & Your Child’s College Education
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Jun 23, 2018 |
Rising Interest Rates and Retirement
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Jun 16, 2018 |
Best of Show: Retirement Planning and Underfunded Pensions
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May 26, 2018 |
The Changing Landscape of Retirement
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May 19, 2018 |
Having Too Much Company Stock Can Be Risky
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May 12, 2018 |
Don’t Let the Fear of Missing Out Drive Your Investment Decisions
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May 05, 2018 |
Social Security and Pension Planning
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Apr 28, 2018 |
Interest Rates and Real Estate Investing
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Apr 21, 2018 |
The Problem with Annuities
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Mar 31, 2018 |
The Top 5 Retirement Income Decisions Facing Older Workers
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Mar 10, 2018 |
The Value of Good Financial Advice
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Mar 03, 2018 |
Estate Planning with the New Tax Laws and the Stock Market
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Feb 17, 2018 |
Tax Law Changes and Cryptocurrency
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Feb 10, 2018 |
Annuities, Income Withdrawal Strategies, and Paying Down the Mortgage
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Jan 27, 2018 |
What the New Tax Law Means for you and your Money
|
Jan 13, 2018 |
On this week’s Hanson McClain’s Money Matters, Scott and Pat take a series of calls about real estate, before analyzing a disturbing Wall Street trend designed to get you in debt.
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Aug 19, 2017 |
Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.
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Aug 12, 2017 |
Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.
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Aug 05, 2017 |
Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.
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Jul 29, 2017 |
How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.
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Jul 22, 2017 |
Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.
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Jul 15, 2017 |
The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald
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Jul 08, 2017 |
Properly “weighting” your portfolio, timing markets, and listener calls from around the country.
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Jul 01, 2017 |
The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.
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Jun 24, 2017 |
Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities
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Jun 17, 2017 |
Is it a good time to sell a home?
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Jun 10, 2017 |
An Interview with the Father of the 401(k) Plan
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Jun 03, 2017 |
Living abroad during retirement
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May 20, 2017 |
How to raise children to make smart financial decisions
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May 13, 2017 |
How do you know if your advisor has your best interests in mind?
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Apr 29, 2017 |
What to do with $400 million in lottery winnings
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Apr 22, 2017 |
What is a hedge fund?
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Apr 15, 2017 |
Living a fulfilling retirement through aging well
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Apr 08, 2017 |
Saving enough money for retirement
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Apr 01, 2017 |
Investing large sums of money in the current market, and the feasibility of rental properties
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Mar 11, 2017 |
Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry
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Feb 24, 2017 |
Tax tips, disappearing pensions, and windfall insurance settlements
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Feb 11, 2017 |
An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire
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Jan 28, 2017 |
Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage
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Jan 21, 2017 |
Protecting yourself from identity theft and annuities
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Jan 14, 2017 |
The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid
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Jan 07, 2017 |
Jan 6
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Jan 05, 2017 |
Money Matters New Year’s Eve Special
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Dec 31, 2016 |
Money Matters Holiday Generosity Special
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Dec 24, 2016 |
How financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution options
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Dec 17, 2016 |
Visualizing your future self to help you save for retirement, and how to select a financial advisor
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Dec 10, 2016 |
Overcoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s value
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Dec 03, 2016 |
Getting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charity
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Nov 26, 2016 |
The changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles
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Nov 19, 2016 |
The election and your finances, investor psychology, and saving for retirement
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Nov 12, 2016 |
Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
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Nov 05, 2016 |
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
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Oct 29, 2016 |
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
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Oct 22, 2016 |
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
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Oct 15, 2016 |
Purposeful retirements, the value of a note on a property, and financial planning during a family emergency
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Oct 08, 2016 |
Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
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Sep 30, 2016 |
Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
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Sep 24, 2016 |
The changing face of retirement, behavioral finance, and bypass trusts
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Sep 17, 2016 |
Discovering your passions in retirement, and the impact of low interest rates on the stock market
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Sep 10, 2016 |
Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
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Sep 03, 2016 |
Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
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Aug 27, 2016 |
Dangerous new investment scams, tax tips, and ways to save extra money for retirement
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Aug 20, 2016 |
Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
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Aug 13, 2016 |
The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
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Aug 06, 2016 |
Underfunded pension plans, life after retirement, and effective charitable giving
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Jul 30, 2016 |
Investing funds from the sale of a business, company pensions and Social Security
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Jul 23, 2016 |
The impact of Brexit, and perspective on negative interest rates
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Jul 16, 2016 |
Paying for healthcare, the fiduciary standard, and paying off debt
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Jul 09, 2016 |
The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
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Jul 02, 2016 |
The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
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Jun 25, 2016 |
Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
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Jun 18, 2016 |
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
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Jun 11, 2016 |
Negative interest rates, fiduciary advisors, and Roth IRAs
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Jun 04, 2016 |
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
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May 28, 2016 |
Recovering losses from an old annuity, and maximizing returns during retirement
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May 21, 2016 |
What should be done with old annuities?
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May 14, 2016 |
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
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May 07, 2016 |
IRAs vs. Roth IRAs and 401k Plans
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Apr 30, 2016 |
Social Security and Medicare, old stock certificates, and the fiduciary standard
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Apr 23, 2016 |
Scott’s new book, capital gains, and CDs
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Apr 16, 2016 |
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
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Apr 09, 2016 |
RMDs, saving for retirement, mutual funds, and a special guest
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Apr 02, 2016 |
Advisor fees, annuities, and automatic rebalancing
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Mar 26, 2016 |
RMDs, working with an investment advisor, and investing liquid assets
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Mar 19, 2016 |
Preparing investments for retirement, and state employee service credit
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Mar 12, 2016 |
Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.
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Mar 05, 2016 |
State pensions, Social Security, helping children save for retirement, and indexed annuities
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Feb 20, 2016 |
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
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Feb 13, 2016 |
2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care
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Feb 06, 2016 |
1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs
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Jan 30, 2016 |
1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness
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Jan 23, 2016 |
January 16, 2015
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Jan 16, 2016 |
January 9, 2016
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Jan 09, 2016 |
January 2, 2016
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Jan 04, 2016 |
December 26, 2015
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Dec 30, 2015 |
December 19, 2015
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Dec 19, 2015 |
December 12, 2015
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Dec 14, 2015 |
December 5, 2015
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Dec 05, 2015 |
November 28, 2015
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Nov 28, 2015 |
November 21, 2015
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Nov 21, 2015 |
November 14, 2015
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Nov 14, 2015 |
November7, 2015
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Nov 07, 2015 |
October 31, 2015
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Oct 31, 2015 |
October 24, 2015
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Oct 24, 2015 |
October 17, 2015
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Oct 19, 2015 |
October 10, 2015
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Oct 10, 2015 |
October 3, 2015
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Oct 03, 2015 |
September 26, 2015
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Sep 26, 2015 |
September 19, 2015
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Sep 19, 2015 |
September 12, 2015
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Sep 12, 2015 |
September 5, 2015
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Sep 05, 2015 |
August 29, 2015
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Aug 29, 2015 |
August 22, 2015
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Aug 27, 2015 |
August 15, 2015
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Aug 15, 2015 |
August 8, 2015
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Aug 10, 2015 |
August 1, 2015
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Aug 01, 2015 |
July 25, 2015
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Jul 25, 2015 |
July 18, 2015
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Jul 18, 2015 |
July 11, 2015
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Jul 11, 2015 |
July 4, 2015
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Jul 04, 2015 |
June 27, 2015
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Jun 29, 2015 |
Hanson McClain's Money Matters - June 20, 2015
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Jun 23, 2015 |
Hanson McClain's Money Matters - June 13, 2015
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Jun 17, 2015 |
Hanson McClain’s Money Matters - June 6, 2015
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Jun 10, 2015 |
Hanson McClain’s Money Matters - May 30, 2015
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Jun 01, 2015 |
Money Matters Radio Show – September 27, 2014
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Feb 23, 2015 |
Money Matters Radio Show – September 20, 2014
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Feb 23, 2015 |
Money Matters Radio Show – September 13, 2014
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Feb 23, 2015 |
Money Matters Radio Show – August 23, 2014
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Feb 23, 2015 |
Money Matters Radio Show – August 9, 2014
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Feb 23, 2015 |
Money Matters Radio Show – August 2, 2014
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Feb 23, 2015 |