Money Matters by Allworth Financial
Episodes
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...
August 8, 2015
10 Aug 2015
Contributed by Lukas
This week’s topics: a discussion about the dangers of using life insurance as an investment, a call about non traded REITs vs traded REITs, followed...
August 1, 2015
01 Aug 2015
Contributed by Lukas
This week’s topics: A call about qualified longevity annuity contracts, followed by a question on universal life insurance. Also, a call about rolli...
July 25, 2015
25 Jul 2015
Contributed by Lukas
This week’s topics: A call and discussion about taxes on inherited assets, followed by a call asking the question: Should you pay off your mortgage ...