Money Matters by Allworth Financial

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 about why rental properties may make sense for some portfolios. Next, they help callers with their financial questions. Lastly, Pat and Scott talk to Paula Span , a veteran journalist who has written the New Old Age, a column on aging and caregiving for...

On this week’s Hanson McClain’s Money Matters: Scott and Pat take a call about converting rental property income to mortgage-backed securities. They then talk to a state worker looking to retire in the next few years, who wonders if she should invest more aggressively with assets she won’t immediately need. Finally, a discussion with financial industry thought leaderleader Kevin Knull , president...

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 acting like sales people at other times. Then, they talk to a caller about his “frozen pension” after his employer discontinued their pension option. Next, they counsel a caller on how to invest a large insurance settlement she recently received from an accid...

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 Cruise movie Jerry McGuire is based), as he describes how he helps sports’ biggest stars manage their windfall salaries to last beyond their careers. Also, Pat and Scott take calls about retirement savings and investments. If you have a question for Scott...

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss potential changes to the fiduciary standard under the Trump administration. They then take calls about RMDs and little known facts about DNO insurance. Finally, a conversation about complex portfolios is followed by a discussion about paying off your mortgage. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (...

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 protect your finances and credit. Pat and Scott then take listener calls, before discussing the dangers of annuities. If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also submit a question at questions@mo...

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 about the tax deductibility of charitable giving accounts. Next, they take a call from someone wondering if they have saved enough to last through retirement. They then talk to someone about reinvesting money from indexed annuities. Lastly, Scott and Pat g...

This week

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 your financial goals in the new year. 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...

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 work with and support. First, Scott and Pat talk with Dave Chaix, representing Friends of Vinh Son Montagnard Orphanage , located in Vietnam. Next, they talk with Ed Kaufmann from Friends of the Folsom Zoo Sanctuary . Then, Jennifer Bulotti, a founding boar...

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 Hanso...

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 with Hal Hershfield , Assistant Professor of Marketing at UCLA’s Anderson School of Management. Pat and Scott then discuss the three things you need to know before selecting a financial advisor. Finally, they take a listener call before interviewing one of...

On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss ways to overcome age discrimination with Helen Dennis , a nationally recognized leader on issues of aging, employment and retirement. Pat and Scott then discuss the recent volatility in the bond market. Next, they talk about what rising interest rates mean for your home’s value. Finally, they take a listener call before interview...

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 take advantage of the new “Gig” economy. Pat and Scott then discuss strategies to maximize tax savings when donating to charity. Finally, they take a listener call before interviewing one of Hanson McClain’s advisors, Adam Peters .   Scott Hanson and Pat M...

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 ca...

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 about investor psychology and how to avoid making irrational financial decisions. The show starts off with them talking about the election results and how it may affect your finances. Later, they take a call from a listener looking for advice on saving fo...

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 professionals seeking to return to work after a hiatus and for employers recruiting from this talent pool. Next, they talk about the election, and what that might mean for your finances. They then take calls from listeners looking for financial advice. Fin...

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...

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 Co...

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 international destinations for retirees. They then discuss the recent headlines regarding financial companies accused of unethical behavior. Lastly, they interview one of Hanson McClain's advisors,  Justin Wilson .      Scott Hanson and Pat McClain have been host...

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 ,...

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 that could hurt investors. Lastly, they interview one of Hanson McClain’s longest-tenured advisors, Pat Henry, about unique 401k distribution strategies.   Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for o...

Scott and Pat speak with  Chris Farrell , economics editor for Marketplace Money and author of Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community, and the Good Life. Scott and Pat also discuss rising interest rates and how that may affect your retirement. Next, they talk to a caller who’s worried about having enough money to retire. Lastly, they interview one of Han...

Scott and Pat talk to Catherine Collinson , President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical new face of retirement. Scott and Pat also discuss behavioral finance and how it can affect your retirement transition. Next, they interview one of Hanson McClain’s advisors, Denver-based Adam Peters , about a unique and interesting client experience he...

Scott and Pat talk to  Nancy Collamer , a specialist in helping people discover their career passions in retirement or semi-retirement. Scott and Pat also discuss the impact of low interest rates on the stock market. Next, they talk to Hanson McClain Advisors’ Chief Investment Officer,  David Schauer , about some unique and interesting client experiences he’s had. Lastly, they talk to a caller abo...