Allworth Financial‘s Money Matters

What the New Tax Law Means for you and your Money

13 Jan 2018

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about the new tax laws and what it will mean for you, and they take a call from ...

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.

19 Aug 2017

Contributed by Lukas

Scott Hanson and Pat McClain answer a call from a person who has accrued a lot of debt and is curious about borrowing from his retirement account. Thi...

Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.

12 Aug 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat take several calls, and discuss three things that you should do before selecting a...

Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.

05 Aug 2017

Contributed by Lukas

On this show, Scott and Pat field numerous calls, including answering a question about protecting children from the downside of a large inheritance, w...

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

29 Jul 2017

Contributed by Lukas

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 ex...

How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.

22 Jul 2017

Contributed by Lukas

Scott and Pat open the show with a recap about how Hanson McClain’s Money Matters came to be. That is followed by a trio of callers, including a per...

Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.

15 Jul 2017

Contributed by Lukas

This week’s show begins with a conversation about the type of client-centric, non-self-serving advice Scott and Pat provide. This is followed by a s...

The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald

08 Jul 2017

Contributed by Lukas

Scott and Pat reminisce about the 4th of July, then answer a pensioner’s question about when he should take Social Security. Next, a caller who is j...

Properly “weighting” your portfolio, timing markets, and listener calls from around the country.

01 Jul 2017

Contributed by Lukas

A discussion about why it’s important that callers to Money Matters be able to remain anonymous. Scott and Pat take a call from a new retiree who re...

The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.

24 Jun 2017

Contributed by Lukas

The show begins with a conversation about the types of savers and investors Money Matters is most likely to get calls from. The first caller on today’...

Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities

17 Jun 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: A caller asks about investing in leveraged ETFs. Next, a caller prompts an explanation of the best...

Is it a good time to sell a home?

10 Jun 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: a caller asks if he should take or defer his Social Security while he continues to work. Scott and...

An Interview with the Father of the 401(k) Plan

03 Jun 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about how his wife’s disability income will be affected when he b...

Living abroad during retirement

20 May 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about taking a lump sum instead of monthly payments on a defined be...

How to raise children to make smart financial decisions

13 May 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller about what to do with savings from a 401(k). Next, a caller asks ab...

How do you know if your advisor has your best interests in mind?

29 Apr 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller that wonders if his advisor is giving him unbiased investment advic...

What to do with $400 million in lottery winnings

22 Apr 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller that claims to have won over $400 million in the Powerball lottery,...

What is a hedge fund?

15 Apr 2017

Contributed by Lukas

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 o...

Living a fulfilling retirement through aging well

08 Apr 2017

Contributed by Lukas

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 b...

Saving enough money for retirement

01 Apr 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Pat begins the show with the story about how he went viral online … AGAIN. Next, Scott and Pat t...

Investing large sums of money in the current market, and the feasibility of rental properties

11 Mar 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about what you can do if you have a large sum of cash to invest. They then talk...

Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry

24 Feb 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat take a call about converting rental property income to mortgage-backed securities. T...

Tax tips, disappearing pensions, and windfall insurance settlements

11 Feb 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about “financial advisors” that act as fiduciaries some of the time, while a...

An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire

28 Jan 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to sports agent Leigh Steinberg, Esq. (upon whom the Academy Award winning Tom ...

Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage

21 Jan 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss potential changes to the fiduciary standard under the Trump administration. ...

Protecting yourself from identity theft and annuities

14 Jan 2017

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to Robert Siciliano, personal security and identity theft expert about ways to ...

The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid

07 Jan 2017

Contributed by Lukas

On this week’s special edition of Hanson McClain’s Money Matters: Scott and Pat take questions from listeners for an entire hour! First, a call a...

Jan 6

05 Jan 2017

Contributed by Lukas

This week

Money Matters New Year’s Eve Special

31 Dec 2016

Contributed by Lukas

On this week’s special edition of Hanson McClain’s Money Matters: Scott and Pat talk about financial resolutions to consider to help you achieve ...

Money Matters Holiday Generosity Special

24 Dec 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with five of the charities that clients of Hanson McClain Advisors actively wo...

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

17 Dec 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss whether financial literacy relates to making better financial decisions with...

Visualizing your future self to help you save for retirement, and how to select a financial advisor

10 Dec 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss how visualizing your future self helps motivate you to save for retirement w...

Overcoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s value

03 Dec 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss ways to overcome age discrimination with Helen Dennis, a nationally recogniz...

Getting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charity

26 Nov 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Fran Maier, Co-founder and CEO of Babierge.com, about how retirees can ta...

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

19 Nov 2016

Contributed by Lukas

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 election and your finances, investor psychology, and saving for retirement

12 Nov 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Professor Terrance Odean from the Haas School of Business at UC Berkeley ...

Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro

05 Nov 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Carol Fishman Cohen, CEO and Co-Founder of iRelaunch, a service for pro...

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

29 Oct 2016

Contributed by Lukas

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 cu...

Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox

22 Oct 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Jeff Williams, chief coach for Bizstarters.com, which helps Boomers tur...

Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement

15 Oct 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Art Koff, CEO/Founder of RetiredBrains.com, about the ten best internati...

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

08 Oct 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Rich Feller about leading a purposeful, happy existence in retiremen...

Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies

30 Sep 2016

Contributed by Lukas

Scott and Pat speak with author and speaker Kerry Hannon about how to make work fulfilling again. They then discuss the proposed changes to Roth IRAs...

Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement

24 Sep 2016

Contributed by Lukas

Scott and Pat speak with Chris Farrell, economics editor for Marketplace Money and author of Unretirement: How Baby Boomers are Changing the Way We ...

The changing face of retirement, behavioral finance, and bypass trusts

17 Sep 2016

Contributed by Lukas

Scott and Pat talk to Catherine Collinson, President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical n...

Discovering your passions in retirement, and the impact of low interest rates on the stock market

10 Sep 2016

Contributed by Lukas

Scott and Pat talk to Nancy Collamer, a specialist in helping people discover their career passions in retirement or semi-retirement. Scott and Pat ...

Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit

03 Sep 2016

Contributed by Lukas

Scott and Pat take a question from a widow looking to both retire and still contribute to her IRA. Next, we take a question from a teacher looking fo...

Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business

27 Aug 2016

Contributed by Lukas

Scott and Pat talk about what the recent changes to labor productivity mean for your retirement. They follow that up with an interview with retiremen...

Dangerous new investment scams, tax tips, and ways to save extra money for retirement

20 Aug 2016

Contributed by Lukas

Scott and Pat talk about new investment scams that are wreaking havoc on savers. They follow that up with a discussion on tax planning with Kristin...

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

13 Aug 2016

Contributed by Lukas

Scott and Pat talk about dangerous products that brokers try to pitch investors. They follow that up with a discussion about emotionally preparing fo...

The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes

06 Aug 2016

Contributed by Lukas

Scott and Pat talk about the drawbacks of a bull market. They follow that up with a discussion on estate planning with John Palley, a professional e...

Underfunded pension plans, life after retirement, and effective charitable giving

30 Jul 2016

Contributed by Lukas

Scott and Pat talk about underfunded pension plans. They then discuss life after retirement with Dr. Jacquelyn James from the Center on Aging and W...

Investing funds from the sale of a business, company pensions and Social Security

23 Jul 2016

Contributed by Lukas

Scott and Pat talk with a caller about where to invest funds from the sale of a business. They then field a question from someone who wants to know i...

The impact of Brexit, and perspective on negative interest rates

16 Jul 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat revisit the impact (or lack thereof) that Brexit has had on the economy. Next, they ...

Paying for healthcare, the fiduciary standard, and paying off debt

09 Jul 2016

Contributed by Lukas

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 some...

The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business

02 Jul 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss the market and interest rate volatility related to “Brexit.” Scott and P...

The Brexit, pensions, Roth IRAs, and dangerous indexed annuities

25 Jun 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott discusses the “Brexit” and resulting market volatility with Hanson McClain’s Chief Inv...

Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement

18 Jun 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about the importance of making sure your advisor is a fiduciary, followed by a ...

Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving

11 Jun 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about new empty nesters during this graduation season. Next, they talk to a cal...

Negative interest rates, fiduciary advisors, and Roth IRAs

04 Jun 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller who is curious about negative interest rates. We then explain to a caller how ...

Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent

28 May 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller about how to invest funds from the sale of a property. Scott shares fascinatin...

Recovering losses from an old annuity, and maximizing returns during retirement

21 May 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller about recovering losses from an old annuity. We then take a call from a retire...

What should be done with old annuities?

14 May 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller about what to do with an old annuity. Then, we take a call from a retired teac...

Investing a large sum of cash, student loans, and IRAs vs Roth IRAs

07 May 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller about where to invest money from the sale of a business. We then take a call a...

IRAs vs. Roth IRAs and 401k Plans

30 Apr 2016

Contributed by Lukas

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 cal...

Social Security and Medicare, old stock certificates, and the fiduciary standard

23 Apr 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: We talk to a caller about Social Security and Medicare. Then, we take a call about what to do with...

Scott’s new book, capital gains, and CDs

16 Apr 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about Scott’s new book, Personal Decision Points. Next, we ...

Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard

09 Apr 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about creating a positive attitude as you approach retirement...

RMDs, saving for retirement, mutual funds, and a special guest

02 Apr 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about what to do with funds received from RMDs. Next, we take a...

Advisor fees, annuities, and automatic rebalancing

26 Mar 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about the cost of working with an advisor. Next, we take a ques...

RMDs, working with an investment advisor, and investing liquid assets

19 Mar 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how to determine which retirement accounts to withdraw fr...

Preparing investments for retirement, and state employee service credit

12 Mar 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about preparing for retirement when self employed. Next, we tak...

Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.

05 Mar 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about what it means to be properly diversified. Next, we take a...

State pensions, Social Security, helping children save for retirement, and indexed annuities

20 Feb 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how receiving a state pension affects Social Security inco...

2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans

13 Feb 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with Scott and Pat advising a man with a “structured cash flow” plan that pr...

2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care

06 Feb 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a question about the dangers of Variable Universal Life insurance as an inv...

1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs

30 Jan 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: The episode begins with a caller inquiring about the best places to invest funds from RMDs. Next, w...

1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness

23 Jan 2016

Contributed by Lukas

On this week’s Hanson McClain’s Money Matters: Scott and Pat welcome new listeners in the Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA) ma...

January 16, 2015

16 Jan 2016

Contributed by Lukas

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 ...

January 9, 2016

09 Jan 2016

Contributed by Lukas

On this week’s Money Matters: We welcome new listeners in Los Angeles (KEIB), San Diego (KOGO) and Denver (KOA)! The episode begins with a couple as...

January 2, 2016

04 Jan 2016

Contributed by Lukas

On this week’s Money Matters: The episode begins with a call about what kinds of returns should be expected from one’s investments. Then they take...

December 26, 2015

30 Dec 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a call about REITs and whether or not they are good investments. Then they take a call about s...

December 19, 2015

19 Dec 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a discussion about larger brokerage firms and how their advisors are compensated. Then Pat and...

December 12, 2015

14 Dec 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with Scott’s and Pat’s tales of car trouble, followed by a short discussion on the dangers of i...

December 5, 2015

05 Dec 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a call about utility pensions. We then field a question about a CalPERS pension. Next, an inqu...

November 28, 2015

28 Nov 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a one-of-a-kind call about indexed annuities. We then field a question about a new approach ...

November 21, 2015

21 Nov 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a discussion about market fluctuations. We then take a call about the new social security chan...

November 14, 2015

14 Nov 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a discussion about the sudden changes to Social Security, and the launch of the president’s ...

November7, 2015

07 Nov 2015

Contributed by Lukas

On this week’s Money Matters: The episode begins with a discussion about Initial Public Offerings (IPOs) and company valuations. We then take a call...

October 31, 2015

31 Oct 2015

Contributed by Lukas

On this week’s Money Matters: Happy Halloween! We start this episode with a call about planning for a retirement that’s still 30 years into the fu...

October 24, 2015

24 Oct 2015

Contributed by Lukas

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 ver...

October 17, 2015

19 Oct 2015

Contributed by Lukas

This week’s topics: discussions on the dangers of annuities and also how to be check the quality of your broker. Then, a call about the best life in...

October 10, 2015

10 Oct 2015

Contributed by Lukas

This week’s topics: a question about investing the lump sum of money from a home sale to use as a nest egg. Then, a question from a caller wanting t...

October 3, 2015

03 Oct 2015

Contributed by Lukas

This week’s topics: profit sharing programs and 401Ks, then, a question about ETFs versus separately managed accounts. Lastly a caller asks how to b...

September 26, 2015

26 Sep 2015

Contributed by Lukas

This week’s topics: a caller from San Francisco wanting to know if they should continue to rent, or buy a home. Next, Scott and Pat talk to a recent...

September 19, 2015

19 Sep 2015

Contributed by Lukas

This week’s topics: can one roll an annuity to an IRA when on disability? Then, a call from a 27 year old wanting to know the best strategies for sa...

September 12, 2015

12 Sep 2015

Contributed by Lukas

This week’s topics: ways to save money for a grandchild, then, a call about helping a parent transitioning into retirement. Next, we take a call abo...

September 5, 2015

05 Sep 2015

Contributed by Lukas

This week’s topics: a call about a taking pension in lump sum vs. payments, then, a call about financing a home vs. renting and saving up cash to bu...

August 29, 2015

29 Aug 2015

Contributed by Lukas

This week’s topics: a call about what to do with an inherited 401k. Then, two calls about investing in gold and precious metals, followed by a quest...

August 22, 2015

27 Aug 2015

Contributed by Lukas

This week’s topics: a discussion about the market volatility, followed by a call about living trusts, then a call and discussion about the best time...

August 15, 2015

15 Aug 2015

Contributed by Lukas

This week’s topics: a call about the best to manage taxes on IRAs when converting to a Roth IRA, a call about setting up for success in life and inv...