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Allworth Financial's Money Matters

Updated 25 days ago

Rank #143 in Investing category

Business
Investing
Read more

For more than 20 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

Read more

For more than 20 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

iTunes Ratings

303 Ratings
Average Ratings
275
9
4
10
5

Great Podcast

By AI20850 - Mar 20 2020
Read more
Always get good information and ideas from this podcast. Listen every week.

They make finance fun

By Jeff-dad - Jan 06 2020
Read more
These guys will make you laugh during each episode

iTunes Ratings

303 Ratings
Average Ratings
275
9
4
10
5

Great Podcast

By AI20850 - Mar 20 2020
Read more
Always get good information and ideas from this podcast. Listen every week.

They make finance fun

By Jeff-dad - Jan 06 2020
Read more
These guys will make you laugh during each episode
Cover image of Allworth Financial's Money Matters

Allworth Financial's Money Matters

Latest release on Nov 28, 2020

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For more than 20 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

Rank #1: IRAs vs. Roth IRAs and 401k Plans

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On this week’s Hanson McClain’s Money Matters: We talk to a caller about the differences between a regular IRA and a Roth IRA. Then we take a call about what to do when her company dropped their 401k plan. Lastly, Scott and Pat talk to a government worker who wants to know how to invest their 401k upon retirement. 

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. 

Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Apr 30 2016

48mins

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Rank #2: Preparing Your Finances and Delaying Retirement

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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about why it might make sense to work a little longer and delay retirement, even if it’s just an additional 6 months.

Scott and Pat take a call from a man who inherited two properties, and wants to sell one, but doesn’t know how he should invest the money. A successful investor wants to know if he should continue to focus on real estate. A man wants to know if it’s better to rent or own a home in the current market. A couple wants to know if they have too much stock exposure. A man about to take a sabbatical has an interesting dilemma with his 401(k). Lastly, a son wants to know how his reasonably healthy 102-year old father should invest a recent real estate windfall.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Jul 28 2018

52mins

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Rank #3: Bad investment products are sold, not bought.

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On this week’s Allworth’s Money Matters, Scott and Pat discuss the sandwich generation’s difficult balance of saving for retirement versus helping their families.

Scott and Pat speak with a caller who is upset about paying an increased premium for her $50,000 universal life insurance policy. A Wisconsin man wants to keep his elderly parents from running out of money. A Sacramento caller is worried he may not have access to his money from an insurance policy. Scott and Pat advise a caller making $300,000 who’s worried he may lose his job. Finally, a Minnesota caller with $630,000 in savings checks in to see if he’s on the right track to retire well. 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

May 04 2019

52mins

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Rank #4: How You Should Think About Your Social Security Benefits

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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about Social Security and how you should think about those benefits.

Scott and Pat take a call from a man who wants to know if he should invest in Bitcoin or join a Bitclub. Then a man wants to know what he could do to contribute to his employees’ retirement savings since his partner no longer wants to contribute to their profit sharing plan. Lastly, a caller wants to know if he should liquidate one of his accounts and pay off his mortgage before retiring at the end of the year.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Sep 01 2018

52mins

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Rank #5: Tax Season is Here

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On this week’s Money Matters, Scott and Pat talk about some ways you can get ready for tax time, and the myth about filing an extension.

Scott and Pat talk to a man in Denver who wants to change his adjustable life insurance. A Colorado caller says his employer is phasing out his 401(k) and giving only one option. A woman asks how she should save for her children’s college education. A Sacramento man with $1.5 million saved and a $75,000 pension is concerned the market is overheating and considering municipal bonds. A financial advisor is selling a man with $2 million in savings a variable annuity.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Mar 23 2019

52mins

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Rank #6: When capital chases a product, prices increase.

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On this week’s Allworth’s Money Matters, Scott and Pat discuss the economic forces that created the student debt crisis.

Scott and Pat speak with a California man who wants to give all of his assets to charity after his death. A woman owes $230,000 on a rental and wonders if she should sell the property. A long-time listener wants to reduce his investment risk as he nears retirement. Finally, a man holding $3.5 million in Proctor & Gamble stock asks Scott and Pat if he should diversify away from the company.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

May 18 2019

52mins

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Rank #7: The Red Flags of Bad Investments

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On this week’s Money Matters, Scott and Pat talk about the fundamental economic problem facing the legal marijuana market.

Scott and Pat speak with a man in South Carolina who wants to maximize his and his wife’s Social Security benefit. A couple had $2 million stolen by an advisor who billed himself as a fiduciary. They want recourse. A man with $8 million in savings is considering a Roth conversion. A New Jersey caller with $400,000 saved wants to know what accounts he should prioritize. Finally, a man in Elk Grove is worried about the stock market and wonders if his investments are allocated correctly.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Apr 06 2019

52mins

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Rank #8: Who are reverse mortgages right for?

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Mar 30 2019

52mins

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Rank #9: Advice for graduates and their parents

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Graduation season is here! On this week’s special edition of Allworth’s Money Matters, Scott and Pat offer advice to graduates and their parents.

Scott and Pat take a call from a woman in Colorado who wants to know if she’s better off collecting Social Security based on her ex-husband’s record. Also, a Denver caller asks if her financial advisor is charging her a fair rate.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

May 11 2019

52mins

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Rank #10: How financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution options

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On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss whether financial literacy relates to making better financial decisions with John Lynch, Director of the Center for Research on Consumer Financial Decision Making. Pat and Scott then revisit donor advised funds. Finally, they take a listener call before interviewing one of Hanson McClain’s advisors, Keith Johnson.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. 

Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Dec 17 2016

52mins

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Rank #11: Should you use your 401(k) to pay down your mortgage?

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On this week’s Allworth’s Money Matters, Scott and Pat discuss the pitfalls of putting a rental property in your IRA. In a podcast exclusive, they talk about what to do with a deceased spouse’s retirement accounts.

Scott and Pat advise a Colorado caller, with more than $1 million saved, if she should contribute to a Roth 401(k). A Sacramento caller asks if he should bolster his savings or pay down his debt after withdrawing his 401(k) savings to pay for his children’s education. A veteran asks Scott and Pat if he can refinance his wife’s mortgage.  Finally, Scott and Pat speak with a government employee who is considering rolling over his 457 account to an IRA.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Jul 13 2019

56mins

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Rank #12: Social Security’s Uncertain Future

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On this week’s Money Matters, Scott and Pat discuss their beliefs about the future of Social Security, and who may feel benefit cuts.

Scott and Pat talk to a woman in Rancho Cordova who is expecting a divorce settlement and asks what she should do with the money.  A man with $800,000 saved is considering using his money to pay down his mortgage. A caller in Indiana is concerned about how his wife will get taxed on an inheritance. A woman with $1.4 million worth of properties wants to sell a house and open an RV park.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Mar 09 2019

52mins

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Rank #13: Social Security and Pension Planning

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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls about Social Security, before discussing how to plan for retirement when you have a pension.

Scott and Pat take a call from a man who wants to know how the talks of trade tariffs will affect his retirement. A 74-year-old man with a government pension wants to know if he is being short-changed on his Social Security benefits after working and paying into the fund for over 30 years. A caller, whose mother co-signed a student loan for her grandson just before she died, wants to know if the estate is still responsible for the loan. A 62-year old caller with an $80,000 a year pension is concerned that Social Security might not be around much longer. He wants to know if he should apply now or wait until later.

Apr 28 2018

52mins

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Rank #14: What is a hedge fund?

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On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss equity options for an inherited property. They then talk about the ins and outs of hedge funds. Next, Scott and Pat answer a question about a whole life policy that a parent purchased for a child years ago. They then talk about retirement saving options if you don’t have a 401k. Lastly, Scott and Pat welcome Hanson McClain advisor Justin Wilson who has advice about financing college for children, and how to best start preparing kids for the future.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. 

Apr 15 2017

52mins

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Rank #15: We understand insurance. We don’t sell insurance.

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On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to take a different career path.

Scott and Pat talk to a woman with $2 million who wants to know the best way to leave money for her kids. A man in California asks if he should transition to a Roth. A nurse was laid off and asks how she should take her pension. A high-earning couple in their 50s wants to save in places other than a 401(k). A California caller asks if his wife can take a reduced Social Security benefit and then a $1,100 monthly spousal benefit.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Mar 02 2019

52mins

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Rank #16: Interest Rates and Real Estate Investing

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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls, then discuss the potential for continued interest rate increases and the pros and cons of investing in real estate.

Scott and Pat take a call from a 70-year old woman who needs to take a required minimum distribution and wants to know which of her retirement accounts she should draw down first. Next, a caller wants to know what Scott and Pat think about the financial writer Harry Dent Jr. Later, a caller whose husband in poor health must make some difficult pension decisions regarding future benefits. Lastly, a caller wants to know if his retirement account beneficiaries are legally protected and, if so, whether he still needs a living trust.

Apr 21 2018

52mins

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Rank #17: The changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles

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On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Paul Irving, Director of the American Society on Aging and the author of "The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy, and Purpose." Pat and Scott then discuss tax strategies that can benefit your portfolio. Later, they talk about the danger of following gurus who claim they can predict market cycles. Next, they take a listener call. Finally, they interview one of Hanson McClain’s advisors, Pat Henry.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

Nov 19 2016

52mins

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Rank #18: Living a fulfilling retirement through aging well

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On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss large inheritances with a novice investor. They then take a call about the best time to let go of life insurance. Next, Scott and Pat answer a question about commercial bridge loans. Lastly, they speak with Dr. Ruth Finkelstein of the Columbia Aging Center to learn about the secret to aging well.

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics. 

Apr 08 2017

52mins

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Rank #19: How much could new retirement legislation impact you?

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On this week’s Allworth’s Money Matters, Scott and Pat discuss how much, or how little, a new retirement bill could impact you. 

Scott and Pat speak with a caller with $1.4 million saved who is considering his investment options after being laid off. A California man wants to help his parents get the cash from a $100,000 life insurance policy. Scott and Pat advise a Cincinnati woman who received a $1.2 million inheritance. Finally, a Wisconsin caller asks how her son should pay for a used car.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Jun 01 2019

52mins

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Rank #20: If you are a high earner, take Social Security ASAP.

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On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. In a podcast exclusive segment, they discuss how your risk tolerance can change your investment strategy.

Pat and David advise a janitor who saved $460,000 and wants to gift all of his assets to charity. A Nevada man asks if he should take a higher distribution from his investments. A caller with $2 million asks if his investments can generate more income. Pat and David advise a Denver man looking for a safe, short-term investment. Finally, a woman expecting $150,000 asks how she should invest.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com

Download and rate our podcast here.

Nov 30 2019

1hr 3mins

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A savings method that you may miss

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On this week's Money Matters, before taking your calls, Scott and Pat discuss the hidden benefits of Health Savings Accounts.

A Minnesota caller who’s been laid off asks if he should use some of the $400,000 in his 401(k) to pay down his mortgage. Scott and Pat advise a Colorado man about the taxation of his restricted stock units. A man asks how he can steer his friend away from a suspicious investment with a promised return of 21% per year. A caller asks if civil unrest and wildfires will affect insurance companies' ability to pay annuity benefits. Finally, Scott and Pat speak with a 55-year-old caller making $43,000 a year who has saved $500,000 and wants to know if he’s on track for a comfortable retirement.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Nov 28 2020

52mins

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Financial advice from California to Guam

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On this week's Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe.

Scott and Pat speak with a California state employee looking to save an additional $2,000 per month. A 58-year-old man asks how he should handle restricted stock options worth $300,000. Scott and Pat advise a caller on the differences between saving in a Roth and a traditional 401(k). A Cupertino caller asks if his 4.99% adjustable-rate reverse mortgage has a negotiable interest rate. Finally, a caller in Guam asks if she should refinance her existing mortgage before she moves to the states in a few years.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Nov 21 2020

52mins

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Are you smarter than the market?

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On this week's Money Matters, Scott and Pat discuss the new ways that traders are trying to outsmart the broad stock market and the fundamental truths if you try to do so.

Scott and Pat advise a California man, with a net worth of $5.3 million, about his health insurance options if he retires early. A 71-year-old caller asks how she should invest $100,000 from a home sale. Scott and Pat speak with a man who asks if he should save in a backdoor Roth IRA. Finally, a caller nearing retirement asks how he can plan for income from multiple sources.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Nov 14 2020

52mins

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Politics, your investments, and what really matters

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On this week's Money Matters, Scott and Pat interview Andy Stout, CFA, the Chief Investment Officer of Allworth Financial. They have a wide-ranging conversation about the presidential election, following a disciplined investment strategy, and the economic forces more important than the politician sitting in the Oval Office.

Scott and Pat advise a Cincinnati caller trying to help his 92-year-old mother cash out annuities worth $320,000. A Colorado man asks if he can save $19,500 a year in his 401(k) so he can collect a full Social Security benefit while working. Finally, Scott and Pat speak with a Sacramento woman who asks if she can afford to take a few years off work to care for her grandchild.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Nov 07 2020

52mins

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Ambient emotions and your financial decisions

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On this week's Money Matters, Scott and Pat discuss the ways that temporary pandemic stress can affect your long-term financial decisions.

Scott and Pat advise a caller with $10 million in savings about how he can gift his assets and lower his tax bill. A Cincinnati caller making $150,000 a year consulting asks if he should expect means testing on his Social Security benefit. A California man with $875,000 in retirement savings asks if a Roth conversion is a smart move for his situation. Scott and Pat speak with a soldier in Hawaii looking for ways to save outside of his TSP. Finally, a California woman asks if she should sell her rental worth $400,000.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Oct 31 2020

52mins

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A Fool’s Game

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On this week's Money Matters, Scott and Pat discuss the challenges of making financial decisions with aging parents and speak with several callers concerned about the presidential election impacting their investments.

Scott and Pat advise a California man with $1.5 million saved about a potential Roth conversion. A caller asks if he should convert some of the money in his 401(k) to cash before the presidential election. A retired caller asks if his wife should claim her Social Security benefit at age 62. A caller invested in target-date funds asks if a financial advisor is worth their fees. Finally, an 83-year-old tap dancer asks if she should buy an annuity for $300,000.

Click here to register for our 7 Personal Decision Points virtual retirement planning workshop.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Oct 24 2020

52mins

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The early retirement “choice.”

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On this week's Money Matters, Scott and Pat discuss the pandemic's uneven economic effects and the reason why the cost of refinancing a mortgage will rise soon.

Scott and Pat advise a Colorado investor who, just before the market crash back in March, put half of his portfolio into energy stocks. (He wants to know if he should pull out of the market now.) A 62-year old caller with a $90,000 annual income wants to know when she should file for Social Security. Finally, a retired logistics manager with $4.6 million saved wants to know how he can lower his taxable investment income.   

Click here to register for our 7 Personal Decision Points virtual retirement planning workshop.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Oct 17 2020

52mins

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Is COVID-19 changing the way you think about money?

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On this week’s Money Matters, Scott discusses his experience contracting COVID-19. Scott and Pat also take several calls from investors who are considering changing their financial strategies based on the headlines.  

Scott and Pat advise a Denver man who has 50% of his savings in Real Estate Investment Trusts and is considering selling his REITs. A caller put 95% of her retirement savings into government bonds in March and asks how she should reenter the stock market. Scott and Pat speak with a Charlotte woman who owes $360,000 on her mortgage and asks if she should try a velocity banking technique. Finally, a proud market timer asks if he should exit the market before the election.  

Click here to register for our 7 Personal Decision Points virtual retirement planning workshop.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Oct 10 2020

52mins

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Calls about the pandemic and possible new retirement goals

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On this week’s Money Matters, Scott and Pat look back at a few memorable calls from the height of the pandemic, before discussing some of the key reasons why more Americans want to work after retiring.

Scott and Pat speak with a caller concerned about putting the proceeds from a land sale into the market. A 73-year-old caller sold off the majority of his stocks and bonds and asks if he should repurchase his investments now that they are performing better. Scott and Pat advise a caller who left his job and asks how he should handle his old 401(k). A single mother wants to pull $70,000 of equity from her home to help her children pay for college. Finally, a Colorado caller inherited 25 ounces of gold and wants to know what he should do with the bullion.

Click here to read the Vanguard study Scott and Pat reference in the show.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Oct 03 2020

52mins

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Day traders, options, and a soaring stock market

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On this week’s Money Matters, Scott and Pat discuss how options and online traders are boosting stock prices, and how that trend may end.

Scott and Pat advise a mother looking for more ways to save for her children’s future, while one son makes $30,000 a year selling Goldendoodle puppies. A caller asks if his mother should take her spousal benefit from Social Security while she is still working. A man holding international bonds yielding 5% per year asks if he should sell his investment. A caller who saved $1 million in a 403(b) asks if he should buy a rental property. Scott and Pat speak with a caller in Northern California looking for investments that provide safe retirement income. A caller asks if he should sell a universal life insurance policy he purchased in 1987. Finally, a caller asks if an annuity will help create the $7,000 he needs in monthly retirement income.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Sep 26 2020

52mins

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Are we in another dot-com bubble?

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On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.

Scott and Pat advise a Santa Cruz caller looking to refinance his $1 million mortgage with some of the $2.7 million in his family’s savings. A conservative investor is inheriting $350,000 and asks how she should save. Finally, a 33-year-old mother with three properties asks if she should sell one of her rentals.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Sep 19 2020

52mins

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Rising home prices and negotiable rents

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On this week’s Money Matters, Scott and Pat discuss real estate market trends and some concerning long-term economic risks.

Scott and Pat advise a man in Northern California, making $70,000 a year, about a potential Roth conversion. A caller who owes $150,000 on his mortgage asks if he should pay off the balance with money from his 401(k). A California woman asks if she should buy additional rental properties. Scott and Pat speak with a caller in Loveland, Colorado, earning $200,000 a year, and seeking to lower her taxable income. Finally, a golfer asks if a fixed annuity will help diversify his investments.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Sep 12 2020

52mins

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Clarity returns to the stock market

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On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.

Scott and Pat advise a caller considering the potential pitfalls of a no-cost, no-fee $300,000 loan. A recently widowed caller asks how she should handle a $200,000 windfall from selling a house. Finally, a military veteran, who saved $2.8 million, asks if he should pay off his mortgage early.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Sep 05 2020

52mins

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Using your home’s equity

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On this week’s Money Matters, Scott and Pat take several calls from listeners looking to refinance their mortgages.

Scott and Pat advise an airline mechanic considering refinancing his $1 million home to buy another rental property. An Atlanta man owes $196,000 on his $500,000 house and is looking to use its equity for income during his job search. A woman in Wichita, Kansas, with a net worth of $500,000, is considering a second home in Florida. A California caller asks if he needs additional insurance on his home’s title. Finally, Scott and Pat advise an Illinois retiree who is unsatisfied with his relationship with his current financial advisor.  

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Aug 29 2020

52mins

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Making sense of today’s stock market

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On this week’s Money Matters, Scott and Pat interview Andy Stout, CFA and Chief Investment Officer of Allworth Financial, about the stock market breaking record-highs during a pandemic, and the importance of creating a disciplined investment strategy.

Scott and Pat advise a California caller, with $540,000 saved, who is considering a Roth conversion. A public school teacher also asks if he should purchase service credit in his pension for $63,000. 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Aug 22 2020

52mins

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Is gold an investment or a commodity?

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On this week’s Money Matters, Scott and Pat discuss the problems with using gold as a long-term investment.

Scott and Pat advise a Sacramento caller concerned about the taxes on an inherited property worth $130,000. A Colorado engineer asks if he should collect Social Security and continue to work. Scott and Pat speak with a caller who wants to invest in a commercial real estate investment trust. A mother asks how she should pass her house deed to her children in an estate plan. Finally, a retired police officer in California asks if she should move to a low-tax state.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Aug 15 2020

52mins

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Retirement planning for couples

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On this week’s Money Matters, Scott and Pat discuss the unique financial planning challenges for married couples. They also break down the differences between Donald Trump's and Joe Biden’s tax proposals in an exclusive podcast segment.

Scott and Pat advise a Colorado man, with $2 million saved, about planning his retirement account distributions. A woman in California is trying to merge her vision of retirement with her husband's, who wants to continue working. Scott and Pat speak with a caller who is concerned about Social Security’s solvency. Finally, a recently laid-off husband, with $2.5 million saved, asks how he should take his pension.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Aug 08 2020

1hr

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Regaining your confidence about retirement

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On this week’s Money Matters, Scott and Pat discuss methods to secure your financial future in an uncertain time.

Scott and Pat advise a Sacramento man who is considering a Roth conversion. A caller asks how he can help his parents who have a lapsed life insurance policy and are living on Social Security. A Denver caller has $3,000 per month to save and asks how he should allocate his money. Scott and Pat speak with a caller who is receiving some of his pay in restricted stock and wants to know how that compensation will impact his taxes. A caller with $1.7 million saved asks if he should lower his investment risk. Finally, a man in Northern California asks for some help with his plan to take Social Security.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Aug 01 2020

52mins

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Social Security’s funding crisis is here

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On this week’s Money Matters, Scott and Pat discuss the pandemic’s impact on the future of Social Security, and what it could mean for your benefit.

Scott and Pat advise a man regarding how much he should save in his company’s stock. A newlywed beekeeper asks how he should plan for his wife’s disability coverage. A Michigan caller, with a $96,000 yearly family income, asks if he should save in a Roth IRA. Scott and Pat speak with a recently laid-off worker with $2.5 million saved who is planning for his Social Security benefits. Finally, a Sacramento caller asks if a fixed annuity will help diversify his savings.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Jul 25 2020

52mins

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Shedding light on faulty investment ideas

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On this week’s Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away.

Scott and Pat advise a Northern California woman looking for the best way to use her $785,000 pension.  A caller asks if a collection agency can impact his ability to refinance a home. A postal worker in Manteca, California, asks what kind of mortgage she can afford. Finally, a government employee with a yearly family income of $210,000 asks if he should do a Roth conversion when he starts a new business.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Jul 18 2020

52mins

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iTunes Ratings

303 Ratings
Average Ratings
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Great Podcast

By AI20850 - Mar 20 2020
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Always get good information and ideas from this podcast. Listen every week.

They make finance fun

By Jeff-dad - Jan 06 2020
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These guys will make you laugh during each episode