Allworth Financial
Money Matters by Allworth Financial
For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educate...
Be sure to visit the podcast's website and support the creator: www.moneymatters.com
Author
Allworth Financial
Category
Podcast website
Latest episode
Sep 26, 2026
Where to listen?
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Episodes
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent 28.05.2016 48:42
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 fascinating economic observations from his recent trip to Cuba. Then we talk to a caller that is nearing retirement, has a paid off his mortgage, but has little other savings. Lastly, we talk to someone about how to best fund a parent’s home care. Scott Hanson and...
Recovering losses from an old annuity, and maximizing returns during retirement 21.05.2016 48:37
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 retiree looking for investment strategies that will maximize his returns. 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 financia...
What should be done with old annuities? 14.05.2016 48:50
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 teacher looking for the best options for investing an old annuity and other savings. 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...
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs 07.05.2016 48:34
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 about applying for student loans later in life, and how to pay them off. Next, a call about the ideal way to pay for a child’s college education. Lastly, Scott and Pat talk about the tax advantages of converting a IRA to a Roth IRA. Scott Hanson and Pat M...
IRAs vs. Roth IRAs and 401k Plans 30.04.2016 48:33
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...
Social Security and Medicare, old stock certificates, and the fiduciary standard 23.04.2016 48:14
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 an old stock certificate. Lastly, Scott and Pat discuss the importance of working with an advisor that follows the fiduciary standard. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have an...
Scott’s new book, capital gains, and CDs 16.04.2016 48:12
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 take a call about capital gains and charitable remainder trusts. Lastly, Scott and Pat talk to someone nearing the maturation date of a CD, who is wondering if they should buy another one, or invest elsewhere else. Scott Hanson and Pat McClain have been hos...
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard 09.04.2016 49:07
On this week’s Hanson McClain’s Money Matters: The episode begins with a discussion about creating a positive attitude as you approach retirement. Next, we take a call about inherited assets, followed by a question about the most tax-effective way to save money for the future. Lastly, Scott and Pat talk about hedge funds, before concluding with a discussion about pending changes to the fiduciary s...
RMDs, saving for retirement, mutual funds, and a special guest 02.04.2016 48:26
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 question about making sure one is properly saving for retirement. Then, a question about mutual funds. Lastly, we talk to Hanson McClain’s Chief Investment Officer, David Schauer, about the first quarter in the markets. Scott Hanson and Pat McClain have...
Advisor fees, annuities, and automatic rebalancing 26.03.2016 48:44
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 question about whether to terminate or ride out a variable life insurance policy. Lastly, a question about automatic rebalancing on a 401k that’s still with a previous employer. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters rad...
RMDs, working with an investment advisor, and investing liquid assets 19.03.2016 48:52
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how to determine which retirement accounts to withdraw from first. Next, we take an interesting question about working with an investment advisor. Lastly, an inquiry about investing liquid assets in retirement. Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20...
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