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Investing

Allworth Financial's Money Matters

Updated about 21 hours ago

Business
Investing
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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.

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

247 Ratings
Average Ratings
224
7
4
9
3

Honest and Direct

By Tonya--TC - Nov 26 2019
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These guys are so good. Please subscribe and you will learn so much!

Mark Poole

By james islamd guy - Sep 15 2019
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Great show! Live in SC and listen weekly. You guys are brilliant.

iTunes Ratings

247 Ratings
Average Ratings
224
7
4
9
3

Honest and Direct

By Tonya--TC - Nov 26 2019
Read more
These guys are so good. Please subscribe and you will learn so much!

Mark Poole

By james islamd guy - Sep 15 2019
Read more
Great show! Live in SC and listen weekly. You guys are brilliant.

Listen to:

Cover image of Allworth Financial's Money Matters

Allworth Financial's Money Matters

Updated about 21 hours ago

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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: Hanson McClain’s Money Matters - May 30, 2015

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Welcome new KGO listeners! This week’s topics: the benefits of investing and saving starting at a young age; figuring out if one has enough funds to last through retirement; paying for (or alternatives to) a child’s expensive education when no money has been saved for it; putting money in a 457 vs. a Roth IRA in your 20s.

Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics. 

Ask a question via Twitter, #MoneyMattersShow, or email to questions@moneymatters.com.

Jun 01 2015

52mins

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Rank #2: Preparing investments for retirement, and state employee service credit

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On this week’s Hanson McClain’s Money Matters: The episode begins with a question about preparing for retirement when self employed. Next, we take a question from teacher looking for investment guidance ahead of retirement. Lastly, a question from a state worker asking about buying back service credit

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.

Mar 12 2016

48mins

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Rank #3: Tax Law Changes and Cryptocurrency

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On this week’s Hanson McClain’s Money Matters, Scott and Pat interview a CPA from Denver to talk about the new tax law changes and they talk about the state of Cryptocurrency.

Scott and Pat take a call from a caller who has several rental properties want to know how much money he should have in an emergency fund. A man who has an indexed based annuity wants to know what he should do with the rider. A caller wants to know if he should contribute his $16,000 bank of accruals disbursement into his Roth or 457. A man calls on behalf of a friend who is going through a divorce and needs help making a community property decision regarding a CalPERS pension account. A retired military vet wants to know if he and his wife have enough to retire comfortably. Lastly, Scott and Pat welcome Bill Holben, Managing Partner of Holben Hay Lake Balzer CPAs in Denver, Colorado, to talk about the new tax law.

Feb 10 2018

52mins

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Rank #4: January 16, 2015

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On this week’s Money Matters: Scott and Pat welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a discussion about recent market volatility. We then field a call about accelerating retirement investments by age 67. Next, we take a call about the best time to roll over an old ESOP plan. Lastly, we take a call about how much a person should save outside a public-sector employee pension.

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 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.

Jan 16 2016

48mins

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Rank #5: 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 #6: Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox

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On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Jeff Williams, chief coach for Bizstarters.com, which helps Boomers turn a skill, idea or interest into an income-producing enterprise. Next, they talk about society’s changing view of retirement. They then take calls from listeners looking for financial advice before interviewing one of Hanson McClain's advisors, Dave Cox
 
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.

Oct 22 2016

52mins

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Rank #7: Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security

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On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Bill Thomas about graceful aging, creativity, and the dignity of cultivating relationships with friends and loved ones. Next, they talk about how investing may be moving from active to more passive trends. They then take a call from a listener looking for advice about when to take social security. Finally, they interview HMA’s Chief Investment officer, advisor David Schauer
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.

Oct 29 2016

52mins

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Rank #8: The Value of Good Financial Advice

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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls and talk about the importance of getting the proper retirement advice.

Scott and Pat take a call from a man who pre-paid his property taxes for 2017 and wants to know if that was the right choice and if there have been any changes to the new tax law that would keep him from claiming those property taxes. A caller wants to know if he should take the joint and survivor annuity pension option that his company is offering. A woman who inherited an IRA from her mother wants to know what she should do with the IRA and how soon she needs to make a decision. A caller who recently made a Roth conversion before the age of 59½ wants to know if there is anything he can do to mitigate the tax consequences and how he should go about paying the taxes in the future. Lastly, a couple disagrees on when to take distributions from their IRA, and want Scott and Pat’s opinion to be the deciding factor.

Mar 03 2018

52mins

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Rank #9: Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education

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Scott and Pat talk about dangerous products that brokers try to pitch investors. They follow that up with a discussion about emotionally preparing for retirement with Dr. Rick Steiner. Then, they talk about using money as a tool to accomplish goals in your life. Lastly, Pat and Scott talk to a new grandmother about funding her grandchild’s college education.

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.

Aug 13 2016

49mins

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Rank #10: Money Matters Radio Show – September 13, 2014

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This week’s topic includes:  housing recovery; living trusts and estate planning; prenuptial agreements and inheritance; protecting your retirement after divorce; real estate and interest rates; retirement allocation.

Scott Hanson and Pat McClain have been hosting the Money Matters Radio Show for 20 years, helping answer questions on a variety of financial topics.

Ask a question via Twitter, #MoneyMattersShow, or email to questions@moneymatters.com.

Feb 23 2015

48mins

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Rank #11: Help your grandchildren, but not at the expense of your retirement.

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Celebrating Easter, this week’s Money Matters is a look back at some of the show’s most memorable calls. Scott and Pat also discuss how many grandparents are helping grandchildren at the expense of their retirements.

Scott and Pat speak with a woman who would like to rollover an annuity that she bought for her daughter. A caller wants to make her $750,000 IRA less risky. A man is concerned about the future of Social Security. Scott and Pat speak with a man trying to turn the sale of a $400,000 property into retirement income. Finally, a woman in California wants to leave a house to her daughters, one of which has cancer.

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

Apr 20 2019

52mins

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Rank #12: Purposeful retirements, the value of a note on a property, and financial planning during a family emergency

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On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Rich Feller about leading a purposeful, happy existence in retirement. They then discuss longevity and how it is changing today’s view of what it means to be over 65. Next, they talk to a caller about the value of a note on a property. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Barbara Healy, about a unique experience she had financial planning for a family emergency. 

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.

Oct 08 2016

52mins

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Rank #13: Paying for healthcare, the fiduciary standard, and paying off debt

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Scott and Pat talk with a caller about whether or not he has enough assets to pay for his spouse’s healthcare. Then they field a question from someone who wants to know about the new laws regarding fiduciary advisors. Lastly, Pat and Scott talk to a caller about the best way to pay off their credit card debt. 

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.

Jul 09 2016

51mins

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Rank #14: Rising Interest Rates and Retirement

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On this week’s Hanson McClain’s Money Matters radio showScott and Pat take several calls and talk about rising interest rates.

Scott and Pat take a call from a man who has a discretionary retirement account and wants to know what withdrawal rate he should use. A caller who has Parkinson’s disease wants to know how he should manage his real estate portfolio given that he is unsure of how long he can work. A woman wants to know how much money she needs to retire comfortably. A caller plans to retire soon and wants to know if her husband can afford to retire with her. A woman with Whole Life insurance wants to know if she should stop paying into the policy.

Jun 16 2018

52mins

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Rank #15: 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 #16: The We Company’s flopped IPO

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On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.

Scott and Pat advise a California man who purchased a $300,000 annuity and is considering purchasing another. A caller who saved $2.8 million asks if he’s following the correct Social Security claiming strategy. A woman who quit her corporate job to become a farmer is deciding how to take a $125,000 pension. Finally, a caller with half of her money in cash and half in Johnson & Johnson stock asks if she should allocate differently.

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

Oct 26 2019

58mins

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Rank #17: Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.

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The program begins with a call from a 22-year old Washington resident who wants to start preparing for retirement. Scott and Pat then discuss early experiences that led them to want to understand money. Next, a caller asks about 529 plans, what are they used for, and is there any flexibility once they’ve been funded? Lastly, HMA’s Barbara Healy visits the show to talk about the financial impact of losing your spouse, including an analysis of which decisions need to be made right away, and which decisions can wait.

Jul 29 2017

52mins

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Rank #18: Saving for Retirement & Investing Profits

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On this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls addressing everything from saving for retirement to investing the profits from the sale of a property or business.

Scott and Pat take a call from a man who recently met with a financial advisor who is trying to sell him a life insurance policy and he wants to know if it’s a good investment. A caller is planning to sell his engineering business and would like to understand the best way to invest the proceeds of the sale. A man with a college-age daughter would like to “gift” his daughter $10,000 for education but wants to know if that gift is tax deductible. A 67-year old man purchased land when he was in college and is now planning to sell the land and wants to know what he should do with the profits to generate retirement income. A caller owns property in a neighborhood she would like to leave and wants to know if it makes sense to do a 1031 exchange to a new property. A woman in her 40’s works for an employer who recently dropped her 401(k) plan and she wants to know what’s the best way to continue to save for retirement.

Jun 30 2018

52mins

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Rank #19: 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 #20: October 24, 2015

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This week’s topics: how to invest extra money from a savings account during retirement, followed by a question about the advantages of using one versus multiple advisors. Next, a question about asset allocation, along with a great call about traded versus non-traded REITs. 

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 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.

Oct 24 2015

53mins

Play