Allworth Financial‘s Money Matters

By Allworth Financial

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Category: Investing

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Subscribers: 58
Reviews: 1
Episodes: 488

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.

Description

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.

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
Aug 08, 2020
Regaining your confidence about retirement
Aug 01, 2020
Social Security’s funding crisis is here
Jul 25, 2020
Shedding light on faulty investment ideas
Jul 18, 2020
Investing in a challenging market
Jul 11, 2020
How is your financial advisor paid?
Jul 04, 2020
The diversified disciplined investment strategy wins again.
Jun 27, 2020
What’s going on with these markets?
Jun 20, 2020
Fewer business trips, fewer office buildings
Jun 13, 2020
Nobody predicted the market’s rebound
Jun 06, 2020
The bond market’s message
May 30, 2020
Markets Are Resilient But, How Will Unemployment Impact Businesses?
May 23, 2020
25 years and 1 million downloads later, retirement has changed
May 16, 2020
What is your investment strategy?
May 09, 2020
Personal guarantees and debt can wreck your finances
May 02, 2020
Public pensions are in more trouble
Apr 25, 2020
A recession is like a forest fire
Apr 18, 2020
Today’s fear affects your long-term goals
Apr 11, 2020
Taking control of your finances and staying sane
Apr 04, 2020
The CARES Act and its impact on you.
Mar 28, 2020
This too shall pass
Mar 21, 2020
Special Edition: Reacting to the Coronavirus as an Investor
Mar 17, 2020
Coronavirus and stock market turbulence
Mar 14, 2020
The SECURE Act & the Impact on Estate Planning
Mar 07, 2020
Are you concerned about market turbulence?
Feb 29, 2020
Saving is more difficult in your 50s
Feb 22, 2020
Your financial advisor’s sales goals may affect you.
Feb 15, 2020
Protecting your money in the first years of retirement
Feb 08, 2020
What is your purpose in retirement?
Feb 01, 2020
Stock prices don’t tell the whole story.
Jan 25, 2020
Financial products for aging Americans
Jan 18, 2020
Is your financial advisor a full-time fiduciary?
Jan 11, 2020
Become and remain financially independent
Jan 04, 2020
Financial New Year’s Resolutions
Dec 28, 2019
When should you consider a Roth conversion?
Dec 21, 2019
End-of-year tax planning
Dec 14, 2019
Put your power of attorney and advance healthcare directives in place.
Dec 07, 2019
If you are a high earner, take Social Security ASAP.
Nov 30, 2019
Where do bonds fit in your savings?
Nov 23, 2019
The broken promises of indexed annuities.
Nov 16, 2019
Prepare your retirement savings for the next downturn.
Nov 09, 2019
Who gets caught in modern Ponzi schemes?
Nov 02, 2019
The We Company’s flopped IPO
Oct 26, 2019
Can you really afford your car?
Oct 19, 2019
Want a lower mortgage rate? Just ask.
Oct 12, 2019
Is Facebook a monopoly?
Oct 05, 2019
A financial model can say whatever you want
Sep 28, 2019
A disturbing investment trend
Sep 21, 2019
A $700,000 yearly income and no retirement savings.
Sep 14, 2019
Bernie Sanders meets Scott
Sep 07, 2019
What do negative interest rates mean for you?
Aug 31, 2019
Would you disown your child to cut college costs?
Aug 24, 2019
Volatility is back: What Does That Mean for Your Investment Strategy?
Aug 17, 2019
The next Bernie Madoff could be lurking in your neighborhood
Aug 10, 2019
Making Money by Making Mistakes
Aug 03, 2019
Who is on the other side of your stock trades?
Jul 27, 2019
Be skeptical about private placements
Jul 20, 2019
Should you use your 401(k) to pay down your mortgage?
Jul 13, 2019
Upcoming legislation could affect your retirement
Jul 06, 2019
Protecting yourself, and loved ones, in later years
Jun 29, 2019
An upcoming Supreme Court case could affect your retirement.
Jun 22, 2019
Will the new fiduciary rule change the advice you receive?
Jun 15, 2019
Is a Roth 401(k) a good option for you?
Jun 08, 2019
A special announcement from Scott and Pat
Jun 03, 2019
How much could new retirement legislation impact you?
Jun 01, 2019
Today’s IPOs are not like ones in the past.
May 25, 2019
When capital chases a product, prices increase.
May 18, 2019
Advice for graduates and their parents
May 11, 2019
Bad investment products are sold, not bought.
May 04, 2019
The Hot Industries of Today Will Not Be Hot Tomorrow
Apr 27, 2019
Help your grandchildren, but not at the expense of your retirement.
Apr 20, 2019
Stocks don’t know that you own them
Apr 13, 2019
The Red Flags of Bad Investments
Apr 06, 2019
Who are reverse mortgages right for?
Mar 30, 2019
Tax Season is Here
Mar 23, 2019
Will Social Security be a third rail topic?
Mar 16, 2019
Social Security’s Uncertain Future
Mar 09, 2019
We understand insurance. We don’t sell insurance.
Mar 02, 2019
The problem with marijuana stocks.
Feb 23, 2019
Inflation can be your greatest danger in retirement.
Feb 16, 2019
Insurance companies are in the same market as you.
Feb 09, 2019
Revenue sharing can change your advisor’s view.
Feb 02, 2019
What the new tax law means for mortgages.
Jan 26, 2019
The real value of sound financial advice.
Jan 19, 2019
An investment philosophy is half the equation.
Jan 12, 2019
Investing Doesn’t Need to be Complicated
Jan 05, 2019
Investing in Yourself is Saving
Dec 29, 2018
Happy Holidays – Best of Show
Dec 22, 2018
Hope is Not an Investment Strategy
Dec 15, 2018
Giving is a healthy discipline for your finances.
Dec 08, 2018
Don’t confuse the broad stock market with one company.
Dec 01, 2018
Thanksgiving Best of Show
Nov 24, 2018
Baby Boomers are Unretiring
Nov 17, 2018
The Problem with Investing in Timber
Nov 10, 2018
FANG Stocks and the Importance of Diversification
Nov 05, 2018
The Current State and Trend of Today’s IPO Market
Oct 27, 2018
Avoiding Taxation on Required Minimum Distributions
Oct 20, 2018
Current volatility in the market, and the basics of reverse mortgages.
Oct 13, 2018
The Demise of the DOL Fiduciary Rule and What It Means for You
Sep 29, 2018
How You Should Think About Your Social Security Benefits
Sep 01, 2018
Preparing Your Finances and Delaying Retirement
Jul 28, 2018
The Impact of Life Expectancy on Pensions and Social Security
Jul 14, 2018
Saving for Retirement & Investing Profits
Jun 30, 2018
How to Afford Retirement & Your Child’s College Education
Jun 23, 2018
Rising Interest Rates and Retirement
Jun 16, 2018
Best of Show: Retirement Planning and Underfunded Pensions
May 26, 2018
The Changing Landscape of Retirement
May 19, 2018
Having Too Much Company Stock Can Be Risky
May 12, 2018
Don’t Let the Fear of Missing Out Drive Your Investment Decisions
May 05, 2018
Social Security and Pension Planning
Apr 28, 2018
Interest Rates and Real Estate Investing
Apr 21, 2018
The Problem with Annuities
Mar 31, 2018
The Top 5 Retirement Income Decisions Facing Older Workers
Mar 10, 2018
The Value of Good Financial Advice
Mar 03, 2018
Estate Planning with the New Tax Laws and the Stock Market
Feb 17, 2018
Tax Law Changes and Cryptocurrency
Feb 10, 2018
Annuities, Income Withdrawal Strategies, and Paying Down the Mortgage
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.
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.
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.
Aug 05, 2017
Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.
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.
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.
Jul 15, 2017
The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald
Jul 08, 2017
Properly “weighting” your portfolio, timing markets, and listener calls from around the country.
Jul 01, 2017
The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.
Jun 24, 2017
Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities
Jun 17, 2017
Is it a good time to sell a home?
Jun 10, 2017
An Interview with the Father of the 401(k) Plan
Jun 03, 2017
Living abroad during retirement
May 20, 2017
How to raise children to make smart financial decisions
May 13, 2017
How do you know if your advisor has your best interests in mind?
Apr 29, 2017
What to do with $400 million in lottery winnings
Apr 22, 2017
What is a hedge fund?
Apr 15, 2017
Living a fulfilling retirement through aging well
Apr 08, 2017
Saving enough money for retirement
Apr 01, 2017
Investing large sums of money in the current market, and the feasibility of rental properties
Mar 11, 2017
Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry
Feb 24, 2017
Tax tips, disappearing pensions, and windfall insurance settlements
Feb 11, 2017
An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire
Jan 28, 2017
Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage
Jan 21, 2017
Protecting yourself from identity theft and annuities
Jan 14, 2017
The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid
Jan 07, 2017
Jan 6
Jan 05, 2017
Money Matters New Year’s Eve Special
Dec 31, 2016
Money Matters Holiday Generosity Special
Dec 24, 2016
How financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution options
Dec 17, 2016
Visualizing your future self to help you save for retirement, and how to select a financial advisor
Dec 10, 2016
Overcoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s value
Dec 03, 2016
Getting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charity
Nov 26, 2016
The changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles
Nov 19, 2016
The election and your finances, investor psychology, and saving for retirement
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
Nov 05, 2016
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
Oct 29, 2016
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
Oct 22, 2016
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
Oct 15, 2016
Purposeful retirements, the value of a note on a property, and financial planning during a family emergency
Oct 08, 2016
Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
Sep 30, 2016
Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
Sep 24, 2016
The changing face of retirement, behavioral finance, and bypass trusts
Sep 17, 2016
Discovering your passions in retirement, and the impact of low interest rates on the stock market
Sep 10, 2016
Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
Sep 03, 2016
Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
Aug 27, 2016
Dangerous new investment scams, tax tips, and ways to save extra money for retirement
Aug 20, 2016
Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
Aug 13, 2016
The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
Aug 06, 2016
Underfunded pension plans, life after retirement, and effective charitable giving
Jul 30, 2016
Investing funds from the sale of a business, company pensions and Social Security
Jul 23, 2016
The impact of Brexit, and perspective on negative interest rates
Jul 16, 2016
Paying for healthcare, the fiduciary standard, and paying off debt
Jul 09, 2016
The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
Jul 02, 2016
The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
Jun 25, 2016
Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
Jun 18, 2016
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
Jun 11, 2016
Negative interest rates, fiduciary advisors, and Roth IRAs
Jun 04, 2016
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
May 28, 2016
Recovering losses from an old annuity, and maximizing returns during retirement
May 21, 2016
What should be done with old annuities?
May 14, 2016
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
May 07, 2016
IRAs vs. Roth IRAs and 401k Plans
Apr 30, 2016
Social Security and Medicare, old stock certificates, and the fiduciary standard
Apr 23, 2016
Scott’s new book, capital gains, and CDs
Apr 16, 2016
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
Apr 09, 2016
RMDs, saving for retirement, mutual funds, and a special guest
Apr 02, 2016
Advisor fees, annuities, and automatic rebalancing
Mar 26, 2016
RMDs, working with an investment advisor, and investing liquid assets
Mar 19, 2016
Preparing investments for retirement, and state employee service credit
Mar 12, 2016
Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.
Mar 05, 2016
State pensions, Social Security, helping children save for retirement, and indexed annuities
Feb 20, 2016
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
Feb 13, 2016
2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care
Feb 06, 2016
1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs
Jan 30, 2016
1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness
Jan 23, 2016
January 16, 2015
Jan 16, 2016
January 9, 2016
Jan 09, 2016
January 2, 2016
Jan 04, 2016
December 26, 2015
Dec 30, 2015
December 19, 2015
Dec 19, 2015
December 12, 2015
Dec 14, 2015
December 5, 2015
Dec 05, 2015
November 28, 2015
Nov 28, 2015
November 21, 2015
Nov 21, 2015
November 14, 2015
Nov 14, 2015
November7, 2015
Nov 07, 2015
October 31, 2015
Oct 31, 2015
October 24, 2015
Oct 24, 2015
October 17, 2015
Oct 19, 2015
October 10, 2015
Oct 10, 2015
October 3, 2015
Oct 03, 2015
September 26, 2015
Sep 26, 2015
September 19, 2015
Sep 19, 2015
September 12, 2015
Sep 12, 2015
September 5, 2015
Sep 05, 2015
August 29, 2015
Aug 29, 2015
August 22, 2015
Aug 27, 2015
August 15, 2015
Aug 15, 2015
August 8, 2015
Aug 10, 2015
August 1, 2015
Aug 01, 2015
July 25, 2015
Jul 25, 2015
July 18, 2015
Jul 18, 2015
July 11, 2015
Jul 11, 2015
July 4, 2015
Jul 04, 2015
June 27, 2015
Jun 29, 2015
Hanson McClain's Money Matters - June 20, 2015
Jun 23, 2015
Hanson McClain's Money Matters - June 13, 2015
Jun 17, 2015
Hanson McClain’s Money Matters - June 6, 2015
Jun 10, 2015
Hanson McClain’s Money Matters - May 30, 2015
Jun 01, 2015
Money Matters Radio Show – September 27, 2014
Feb 23, 2015
Money Matters Radio Show – September 20, 2014
Feb 23, 2015
Money Matters Radio Show – September 13, 2014
Feb 23, 2015
Money Matters Radio Show – August 23, 2014
Feb 23, 2015
Money Matters Radio Show – August 9, 2014
Feb 23, 2015
Money Matters Radio Show – August 2, 2014
Feb 23, 2015