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Allworth Financial‘s Money Matters

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.

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Preparing Your Finances and Delaying Retirement

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.

52mins

28 Jul 2018

Rank #1

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Bad investment products are sold, not bought.

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.

52mins

4 May 2019

Rank #2

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How You Should Think About Your Social Security Benefits

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.

52mins

1 Sep 2018

Rank #3

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Tax Season is Here

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.

52mins

23 Mar 2019

Rank #4

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When capital chases a product, prices increase.

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.

52mins

18 May 2019

Rank #5

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The Red Flags of Bad Investments

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.

52mins

6 Apr 2019

Rank #6

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Who are reverse mortgages right for?

52mins

30 Mar 2019

Rank #7

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Advice for graduates and their parents

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.

52mins

11 May 2019

Rank #8

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Should you use your 401(k) to pay down your mortgage?

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.

56mins

13 Jul 2019

Rank #9

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Social Security’s Uncertain Future

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.

52mins

9 Mar 2019

Rank #10

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We understand insurance. We don’t sell insurance.

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.

52mins

2 Mar 2019

Rank #11

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How much could new retirement legislation impact you?

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.

52mins

1 Jun 2019

Rank #12

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If you are a high earner, take Social Security ASAP.

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.

1hr 3mins

30 Nov 2019

Rank #13