Shows
Allworth Financial‘s Money MattersRoth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide insights into when and how to make these conversions work in your favor.
They also answer listener questions about portfolio diversification in light of market uncertainties and potential tariff implications from political changes, providing practical advice on securing your financial future amid varying economic conditions.
Finally, they check back in with a listener who wanted to know back in April whether she had too much sto...
2024-12-2158 minAllworth Financial‘s Money MattersA 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 83...
2024-07-0647 minAllworth Financial‘s Money MattersA stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.On this week’s Money Matters, Scott and Pat explain why sitting on the sidelines instead of in the stock market can be so detrimental to your retirement, especially now. They also discuss the return of meme-stock mania. An Ohio woman who is less than ten years from retirement asks where to park $50,000. A Michigan retiree who just got divorced needs help steering his financial ship. Finally, Scott and Pat revisit a caller who would rather live in Italy than use his father’s help to buy a home.
Join Money Matters: Get your most pressi...
2024-05-1852 minAllworth Financial‘s Money MattersA 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 83...
2024-02-1052 minAllworth Financial‘s Money MattersScott and Pat tackle questions about college costs, financial gifts, and estate planning.On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson a...
2023-12-3052 minAllworth Financial‘s Money MattersScott and Pat tackle questions about college costs, financial gifts, and estate planning.On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson a...
2023-08-2652 min
DealQuest Podcast with Corey KupferEpisode 205: M&A Talk with Leading RIA Aggregators and Integrators: Allworth Financial with Pat McClainPat McClain, Senior Partner and Co-Founder of Allworth Financial is much more than his company. He is distinguished in the RIA industry, co-hosting for more than two decades Allworth Financial’s Money Matters, one of the nation’s longest-running financial topic radio shows and podcasts. He has also served as a keynote speaker for a multitude of financial conferences around the nation. Pat was named one of the 10 “Icons and Innovators” by InvestmentNews in 2021. Pat’s expertise has contributed to Allworth Financial being ranked 23rd on Barron’s 2021 Top 100 Independent Advisors list. While under his and his partner Scott Hanson’s lea...
2022-12-0246 minAllworth Financial‘s Money MattersA lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid advice.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat...
2022-07-1652 minAllworth Financial‘s Money MattersConflict in Ukraine: Remain CalmOn this special edition of Money Matters, Scott and Allworth’s Chief Investment Officer Andy Stout explain why the key is calm during conflicts like the one in Ukraine. Then Scott and Pat help a woman navigate a $10,000 loss in her retirement account. You’ll hear advice for a woman afraid to use part of her emergency fund to pay off her mortgage. Plus, do you have to pay capital gains tax if you inherit your parents’ house? Hanson and McClain have the answer.
Join Money Matters: Get your most pressing financial questions answered by Allworth...
2022-02-261h 01
Allworth Financial's State of the Industry8-Minute Update: Thank Goodness We Diversified - How Taking Chips Off The Table Helped Us Mitigate Risk and Lower StressOn this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.
Today’s topics include:
How diversifying the company’s ownership helped us as business owners
How our capital partners have enabled us to better navigate this uncertain time
Our growth path since partnering with a private equity firm
What partnering with a larger firm could mean for your business and clients
Why it’s never too early to consider your options for succession
Our hosts:
Scott Hanson, Co-Founder and Co...
2020-04-1409 minAllworth Financial's State of the Industry8-Minute Update Video: Question Everything – Your Business Going ForwardOn this special episode of State of the Industry, we provide an 8-Minute Video Update on the most pressing issues facing the financial advisory space today.
Today’s topics include:
How to take an introspective look at your business
What areas of your business you should be taking inventory on
Creative ideas for new service offerings, delivery methods and pricing models
Assessing your organization’s openness to change
Our hosts:
Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
Pat McClain, Co-Founder and Co-CEO, Allworth Financial
We hope you enjoy. You may subscribe to our podc...
2020-04-0608 minAllworth Financial's State of the Industry8-Minute Update: Finding Opportunities in a Challenging EnvironmentOn this special episode of State of the Industry, we provide an 8 Minute Video Update on the most pressing issues facing the financial advisory space today.
Today’s topics include:
How to look at your business with fresh eyes
Keeping a keen focus on client communication
Ways to serve clients by leveraging new technology
How to get creative with service offerings
Understanding options for pricing structures
Our hosts:
Scott Hanson, Co-Founder and Co-CEO, Allworth Financial
Pat McClain, Co-Founder and Co-CEO, Allworth Financial
2020-03-3108 minAllworth Financial's State of the IndustrySuccession Planning to Enable GrowthGuests:
Host: Scott Hanson, Co-Founder and Co-CEO, Allworth Financial
Brandon Kawal, Principal at Advisor Growth Strategies
Pat McClain, Co-Founder and Co-CEO, Allworth Financial
In this episode you will learn:
The latest research about growth opportunities in the advisory sector
Why firms are seeking internal or external succession plans
What makes a plan succeed or fail
How succession plans can help to scale and grow a business
2020-02-1953 minAllworth Financial's State of the IndustryServing a Niche to Grow Your Business + an Exciting Acquisition AnnouncementOn this episode of State of the Industry, we welcome the following guests to the panel. Each offering a unique perspective on mergers and acquisitions in our space, the pros and cons of serving a niche market, and the announcement of an exciting partnership between Allworth and RAA:
Scott Hanson, Co-Founder and Co-CEO, Allworth Financial (Host)
Pat McClain, Co-Founder and Co-CEO, Allworth Financial
Andrew Dodson, Managing Partner, Parthenon Capital Partners
Jeffrey Baumert, President & COO, RAA
Key Takeaways:
How Allworth grew their firm in a niche space
How to navigate the potential of a bear market
Why private...
2019-10-2639 min
Allworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 10 David Grau, Sr.On this episode of the Advisor2Advisor podcast, Scott and Pat welcome well-known author David Grau, President and Founder of FP Transitions: a 20-year old financial services acquisitions management company. Named to InvestmentNews’ 2017 list of Icons and Innovators, Mr. Grau discusses common monetary concerns related to mergers, and an all too prevalent (and costly) mistake that some mature advisors make when they fail to capitalize on the equity they’ve established by creating a viable succession plan.
2018-09-0124 min
Allworth Financial‘s Money MattersAnnuities, Income Withdrawal Strategies, and Paying Down the MortgageOn this week’s Hanson McClain’s Money Matters, Scott and Pat take several calls including one from the son of a widowed mother who is trying to help his mom with her financial situation now that dad is gone, and a gentlemen who wants to know if he should change his withdrawal strategy from his IRA’s based upon the new tax law.
Scott and Pat take a call from a women who lives in Minnesota and wants to know if there are options for older workers who do not want to leave the workforce. A caller...
2018-01-2752 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 8: Dan SullivanOn this episode of Advisor2Advisor co-hosts Scott and Pat welcome, Dan Sullivan the founder and president of The Strategic Coach Inc., a business coaching program for entrepreneurs. Dan has over 35 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. And he talks with Pat and Scott about what entrepreneurs can do to reach their potential and continue to grow their business.
2018-01-2241 minAllworth Financial‘s Money MattersWhat the New Tax Law Means for you and your MoneyOn 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 a man deciding between a monthly pension and a lump sum.
Scott and Pat take a call from a man who is a disabled vet and wants to know if he can retire from his part-time job and be financially secure. A caller wants to know if he should take a monthly pension or a lump sum from his current employer. A man who is still work...
2018-01-1352 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 7: Bill Good MarketingOn this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
2017-12-2932 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 6: PR and MediaOn this episode of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of creating on-target messaging to reach new client sectors, maximizing social media advertising, and the value of technology-based PR. They then welcome Megan Carpenter, president of FiComm Partners, a nationally recognized marketing and communications firm that specializes in helping RIAs enhance brand visibility.
2017-12-2626 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 5: The Little Things That MatterOn this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the little things that can make a big difference in your business. When it comes to obtaining and retaining clients, it’s the little things that can have the most substantial impact. Everything from having fresh baked cookies in the lobby, to ensuring that no client is ever sent to voicemail or even the location of your office, has the power to influence a clients decision to work with you and your firm. Listen in as Scott and Pat provide tips and tricks to improve your cl...
2017-12-2021 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 4: Chip Roame, Tiburon Strategic AdvisorsOn this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the breathtaking speed of change in the modern financial services sector. They then welcome Chip Roame, Managing Partner at Tiburon Strategic Advisors, and one of the most oft-quoted and recognizable people in advising, today. The trio goes in-depth to discuss robo-advisors, business continuity plans, and how advisors can expand their reach, before finishing with a conversation about a common error that many advisors make that isn’t serving the interests of their clients.
2017-12-1527 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast – Episode 3: Customer ServiceOn this edition of the Advisor2Advisor podcast, co-hosts Scott and Pat discuss the importance of customer service and how Hanson McClain Advisors’s handles client relations. They then welcome Hanson McClain’s Sr. Director of Operations, Robert Vaughn. The three discuss the staffing structure of the Hanson McClain’s client services team and the use of data and surveys to track customer satisfaction and streamline operations.
2017-12-0125 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 2: MarketingOn this episode, Scott and Pat discuss technology and why without a savvy digital marketing approach, your business will likely never reach its potential. They then talk about the changes to Hanson McClain’s Money Matters, their 20-year old radio program that broadcasts on flagship stations throughout the West. Lastly, they welcome Hanson McClain’s Brad Boekestein, a digital marketing expert, who discusses what’s next for marketing in the advisory sector.
2017-10-2036 minAllworth Financial's Advisor2Advisor PodcastAdvisor2Advisor Podcast - Episode 1: About Us & The PodcastOn the very first Advisor2Advisor podcast, long-time Hanson McClain’s Money Matters radio show co-hosts Scott Hanson and Pat McClain discuss the growth of Hanson McClain from a single desk in a rented office into a multi-billion-dollar RIA. Other topics include: How to meet the needs of both employees and clients, niche marketing, and what advisors need to do to adapt to the changing needs of modern retirees.
2017-10-2030 minAllworth Financial‘s Money MattersOn 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.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. This is followed by a question about the tax implications of selling a valuable home. Next, a conversation about the latest Wall Street approach to get you to borrow more money. Lastly, Scott and Pat welcome Denver-based advisor Keith Johnson who discusses a difficult situation where a person came to him who had received questionable advice about an inheritance.
2017-08-1952 minAllworth Financial‘s Money MattersPaying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.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 an advisor. Next, they talk to a caller who wants to know how best to go about taking her required minimum distributions. Then, they talk to a caller looking to take care of his ill father for as long as possible. Later, they discuss what a financial advisor should really be doing for you, followed by a question from a caller about if she is exposing herself to too much risk.
If you have...
2017-08-1252 minAllworth Financial‘s Money MattersLeveraged Exchange Traded Funds, Amazon Stock and Dangerous AnnuitiesOn 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 time to take distributions from investments, followed by a question about paying back a 401(k) loan versus contributing to a Health Savings Account. Scott and Pat then discuss the rise of Amazon stock, and how it impacts investing habits. Lastly, Hanson McClain advisor Pat Henry shares a story about a retired teacher who was sold multiple bad annuities.
If you have a question for Scott or Pat, you can call 1-888...
2017-06-1752 minAllworth Financial‘s Money MattersIs it a good time to sell a home?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 Pat then help a caller understand how to access Roth 401k contributions once it’s been converted to a Roth IRA and they’ve retired. A caller asks if it’s a good time to sell a home. Finally, Hanson McClain Advisor Steve Burnett shares a story about working with a person over many years as they prepared for retirement.
If you have a question for Scott or Pat, you ca...
2017-06-1052 minAllworth Financial‘s Money MattersAn Interview with the Father of the 401(k) PlanOn 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 begins receiving Social Security. A caller then asks how to invest an inheritance to prepare for retirement. Next, they discuss the labor shortage and the ramifications it will have on the economy. Lastly, in a special interview, Scott and Pat welcome Ted Benna, the man commonly known as the inventor of the 401(k), America’s premier retirement savings vehicle.
If you have a question for Scott or Pat, you can call 1-88...
2017-06-0352 minAllworth Financial‘s Money MattersLiving abroad during retirementOn 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 benefit pension plan. Next, they discuss Morgan Stanley’s recent purge of their Vanguard mutual funds. Then, a caller asks about what to do with the funds from her home sale as she moves into an independent living facility. Lastly, a caller requests advice on retiring abroad.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a quest...
2017-05-2052 minAllworth Financial‘s Money MattersHow to raise children to make smart financial decisionsOn 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 about the steps to prepare well for a retirement 5 years in the future. Plus, a discussion with Janet Bodnar of Kiplinger’s magazine about educating children so that they make smart financial decisions.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a futur...
2017-05-1351 minAllworth Financial‘s Money MattersHow do you know if your advisor has your best interests in mind?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 advice? Next, a caller asks a question about rolling over an IRA from her former employer, followed by a call about taxes owed on an inheritance. Lastly, Scott and Pat talk to veteran CNBC correspondent, Jane Wells, about her investigative story on the changing concept of retirement.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at qu...
2017-04-2952 minAllworth Financial‘s Money MattersWhat to do with $400 million in lottery winningsOn 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, and wants to know how to invest his winnings. Next, a caller asks a question about spousal contributions to an IRA. Then, a call about protecting savings from being used for medical or nursing expenses. Scott and Pat then discuss how to convert a 401k into monthly income. Lastly, Hanson McClain advisor Dave Cox shares a client story about early retirement.
If you have a question for Scott or Pat, you c...
2017-04-2252 minAllworth Financial‘s Money MattersWhat is a hedge fund?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 outs of hedge funds. Next, Scott and Pat answer a question about a whole life policy that a parent purchased for a child years ago. They then talk about retirement saving options if you don’t have a 401k. Lastly, Scott and Pat welcome Hanson McClain advisor Justin Wilson who has advice about financing college for children, and how to best start preparing kids for the future.
If you have a q...
2017-04-1552 minAllworth Financial‘s Money MattersLiving a fulfilling retirement through aging wellOn 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 best time to let go of life insurance. Next, Scott and Pat answer a question about commercial bridge loans. Lastly, they speak with Dr. Ruth Finkelstein of the Columbia Aging Center to learn about the secret to aging well.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time t...
2017-04-0852 minAllworth Financial‘s Money MattersSaving enough money for retirementOn 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 talk to a caller asking about the risk posed to our economy by the national debt. Next, they talk to a caller who lost all his money during the economic downturn and wants to know how best to invest the $20,000 he has left. Next, a discussion about how much money you need to save for retirement. Lastly, Scott and Pat talk to Hanson McClain Advisor Barbara Healy about a time she helped a clien...
2017-04-0152 minAllworth Financial‘s Money MattersInvesting large sums of money in the current market, and the feasibility of rental propertiesOn 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 the New York Times, since 2009.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or yo...
2017-03-1152 minAllworth Financial‘s Money MattersMortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial IndustryOn 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 of PIEtech and creator of MoneyGuidePro, the industry’s leading financial planning software.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also...
2017-02-2452 minAllworth Financial‘s Money MattersTax tips, disappearing pensions, and windfall insurance settlementsOn 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 accident. Lastly, they talk to Steven J. Olds, CPA of Williams & Olds, CPAs about tax tips for this tax season.
If you have a question for Scott or Pat, you can call...
2017-02-1152 minAllworth Financial‘s Money MattersAn interview with Leigh Steinberg, Esq., the real-life Jerry McGuireOn 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 or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can also submit a question at questions@moneymatters.com at any time to be featured on a futur...
2017-01-2852 minAllworth Financial‘s Money MattersFiduciary standards under President Trump, portfolio allocations, and paying off your mortgageOn 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 (1-888-242-6766), or you can also submit a question at questions@moneymatters.com at any time to be featured on a future show.
Scott Hanson and Pat...
2017-01-2152 minAllworth Financial‘s Money MattersProtecting yourself from identity theft and annuitiesOn 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@moneymatters.com at any time to be featured on a future show.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio s...
2017-01-1452 minAllworth Financial‘s Money MattersThe tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoidOn 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 give their opinions on the utilization of reverse mortgages in retirement.
If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766) at any time...
2017-01-0752 minAllworth Financial‘s Money MattersMoney Matters New Year’s Eve SpecialOn 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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-12-3153 minAllworth Financial‘s Money MattersMoney Matters Holiday Generosity SpecialOn 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 board member of 3 Strands Global Foundation, speaks about an organization dedicated to ending human trafficking. Scott and Pat then talk to Rob Geyer, board member of Triumph Cancer Foundation. Finally, Suzanne Plopper, of Friends of Bu...
2016-12-2452 minAllworth Financial‘s Money MattersHow financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution optionsOn 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 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 ques...
2016-12-1752 minAllworth Financial‘s Money MattersVisualizing your future self to help you save for retirement, and how to select a financial advisorOn 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 Hanson McClain’s advisors, Barbara Healy.
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...
2016-12-1052 minAllworth Financial‘s Money MattersOvercoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s valueOn 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 interviewing one of Hanson McClain’s advisors, Justin Wilson.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousa...
2016-12-0352 minAllworth Financial‘s Money MattersGetting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charityOn 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 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...
2016-11-2652 minAllworth Financial‘s Money MattersThe changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cyclesOn 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 can predict market cycles. Next, they take a listener call. Finally, they interview one of Hanson McClain’s advisors, Pat Henry.
Scott Hanson and Pat McClain have been ho...
2016-11-1952 minAllworth Financial‘s Money MattersThe election and your finances, investor psychology, and saving for retirementOn 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 for retirement. Finally, they interview one of Hanson McClain’s advisors, Lauren Williams.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for o...
2016-11-1252 minAllworth Financial‘s Money MattersInterview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
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. Finally, they interview one of Hanson McClain’s advisors, Laurie Kyro.
View Carol Fishman Cohen ‘s TED talk here.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show fo...
2016-11-0552 minAllworth Financial‘s Money MattersInterview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
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 HMA’s Chief Investment officer, advisor David Schauer.
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 o...
2016-10-2952 minAllworth Financial‘s Money MattersTurning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
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 Cox.
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 moneymatters.c...
2016-10-2252 min
Allworth Financial‘s Money MattersBest international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
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 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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-10-1552 min
Allworth Financial‘s Money MattersPurposeful retirements, the value of a note on a property, and financial planning during a family emergency
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, about a unique experience she had financial planning for a family emergency.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matter...
2016-10-0852 min
Allworth Financial‘s Money MattersRenowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
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 over 20 years, and have answered questions from thousands of callers on a variety of financial topics. Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-09-3052 minAllworth Financial‘s Money MattersChris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
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 Hanson McClain’s longest-tenured advisors, Dave Cox, about an interesting client experience he had.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for...
2016-09-2452 minAllworth Financial‘s Money MattersThe changing face of retirement, behavioral finance, and bypass trusts
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 had. Lastly, they talk to a caller about bypass trusts.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from t...
2016-09-1748 minAllworth Financial‘s Money MattersDiscovering your passions in retirement, and the impact of low interest rates on the stock market
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 about what to do with a windfall from the sale of a property.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over...
2016-09-1049 minAllworth Financial‘s Money MattersContributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
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 for last minute investment guidance ahead of retirement. Lastly, a question from a state worker asking about buying back service credit.
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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com...
2016-09-0348 minAllworth Financial‘s Money MattersLabor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
Scott and Pat talk about what the recent changes to labor productivity mean for your retirement. They follow that up with an interview with retirement coach Larry Jacobson, author of Top 5 Retirement Planning Secrets. Lastly, Pat and Scott speak with a caller who is looking for a way to make a struggling business become profitable.
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 moneymatters.com, or email Scot...
2016-08-2749 minAllworth Financial‘s Money MattersDangerous new investment scams, tax tips, and ways to save extra money for retirement
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 Kristina Mapes, CPA, a partner at Van Erp, Petersen, & Babcock , LLP. Lastly, Pat and Scott talk to a caller who wants to know how to establish an emergency fund for retirement.
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 moneymat...
2016-08-2049 minAllworth Financial‘s Money MattersDangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
Scott and Pat talk about dangerous products that brokers try to pitch investors. They follow that up with a discussion about emotionally preparing for retirement with Dr. Rick Steiner. Then, they talk about using money as a tool to accomplish goals in your life. Lastly, Pat and Scott talk to a new grandmother about funding her grandchild’s college education.
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 mo...
2016-08-1349 minAllworth Financial‘s Money MattersThe dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
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 estate planner from Meissner, Joseph & Palley. Lastly, Pat and Scott talk to a caller about planning for taxes when taking out RMDs.
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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-08-0651 minAllworth Financial‘s Money MattersUnderfunded pension plans, life after retirement, and effective charitable giving
Scott and Pat talk about underfunded pension plans. They then discuss life after retirement with Dr. Jacquelyn James from the Center on Aging and Work at Boston College. Lastly, Pat and Scott talk to a caller about effective ways to donate to charity.
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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-07-3049 minAllworth Financial‘s Money MattersInvesting funds from the sale of a business, company pensions and Social Security
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 if they can withdraw from both their pension and Social Security, and still collect from each in full. Lastly, Pat and Scott talk to a caller about when to withdraw from a 457 plan versus applying for Social Security.
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 fin...
2016-07-2349 minAllworth Financial‘s Money MattersThe impact of Brexit, and perspective on negative interest rates
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 discuss negative interest rates. They then address underfunded state and municipality pensions, and possible repercussions. Then, Scott and Pat talk about low mortgage interest rates. Lastly, they talk about driving for Uber and staying busy with other “gigs” in retirement.
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...
2016-07-1648 minAllworth Financial‘s Money MattersPaying for healthcare, the fiduciary standard, and paying off debt
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 someone who wants to know about the new laws regarding fiduciary advisors. Lastly, Pat and Scott talk to a caller about the best way to pay off their credit card debt.
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 ques...
2016-07-0951 minAllworth Financial‘s Money MattersThe impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
On this week’s Hanson McClain’s Money Matters: Scott and Pat discuss the market and interest rate volatility related to “Brexit.” Scott and Pat then talk to a caller about how a 529 for a child’s education impacts their eligibility for financial aid. They then field a question from a caller who wonders if he can afford to buy a home. Lastly, Pat and Scott talk to a caller about what to do with funds from the sale of a business.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio...
2016-07-0249 minAllworth Financial‘s Money MattersThe Brexit, pensions, Roth IRAs, and dangerous indexed annuities
On this week’s Hanson McClain’s Money Matters: Scott discusses the “Brexit” and resulting market volatility with Hanson McClain’s Chief Investment Officer, David Schauer. Then, Scott and Pat talk to a caller about pension and life insurance options. They then take a call about funding Roth IRAs for the kids. Lastly, Pat and Scott talk to a caller about the dangers of indexed annuities.
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 fi...
2016-06-2546 minAllworth Financial‘s Money MattersFiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
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 discussion about interest rates. Next, they talk to a caller about when to take, and what to do with their required minimum distributions. They then talk about the dangers of non-traded real estate investment trusts (REITS). Lastly, Pat and Scott talk to a caller who is looking to retire soon and wants to get their finances in order.
Scott Hanson and Pat McClain have been hosting Hanson McCla...
2016-06-1847 minAllworth Financial‘s Money MattersNegative interest rates, fiduciary advisors, and Roth IRAs
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 to find a financial advisor who is a fiduciary. Lastly, we talk to someone who wonders if a Roth IRA is a good option for their portfolio.
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 moneymatters.com, or...
2016-06-0448 minAllworth Financial‘s Money MattersScott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
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 Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thou...
2016-05-2848 minAllworth Financial‘s Money MattersRecovering losses from an old annuity, and maximizing returns during retirement
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 financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-05-2148 minAllworth Financial‘s Money MattersWhat should be done with old annuities?
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 of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-05-1448 minAllworth Financial‘s Money MattersInvesting a large sum of cash, student loans, and IRAs vs Roth IRAs
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 McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have...
2016-05-0748 minAllworth Financial‘s Money MattersIRAs vs. Roth IRAs and 401k Plans
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 show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a...
2016-04-3048 minAllworth Financial‘s Money MattersSocial Security and Medicare, old stock certificates, and the fiduciary standard
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 answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymat...
2016-04-2348 minAllworth Financial‘s Money MattersScott’s new book, capital gains, and CDs
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 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 questio...
2016-04-1648 minAllworth Financial‘s Money MattersInherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
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 standard.
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 financ...
2016-04-0949 minAllworth Financial‘s Money MattersRMDs, saving for retirement, mutual funds, and a special guest
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 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 que...
2016-04-0248 minAllworth Financial‘s Money MattersAdvisor fees, annuities, and automatic rebalancing
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 radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Sco...
2016-03-2648 minAllworth Financial‘s Money MattersRMDs, working with an investment advisor, and investing liquid assets
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 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-03-1948 minAllworth Financial‘s Money MattersPreparing investments for retirement, and state employee service credit
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about preparing for retirement when self employed. Next, we take a question from teacher looking for investment guidance ahead of retirement. Lastly, a question from a state worker asking about buying back service credit
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 moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2016-03-1248 minAllworth Financial‘s Money MattersBeing properly diversified, contributing to an IRA in retirement, and Social Security means testing.
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 question from a widow looking to retire and still contribute to her IRA. Lastly, a question about “means testing” Social Security from a retired state worker that actually had to go back to work.
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...
2016-03-0548 min
Allworth Financial‘s Money MattersState pensions, Social Security, helping children save for retirement, and indexed annuitiesOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about how receiving a state pension affects Social Security income. Next, we take a question from a caller asking the best way to help his children start saving for retirement once they graduate from college. Lastly, a question about Live Abundant indexed annuities.
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 questio...
2016-02-2048 minAllworth Financial‘s Money Matters2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plansOn 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 promised unrealistic returns. Next, we take a question from a caller asking about a market index annuity sold by his bank. Lastly, a question about a flexible 401k plan.
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 moneymatters...
2016-02-1348 minAllworth Financial‘s Money Matters2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term careOn this week’s Hanson McClain’s Money Matters: The episode begins with a question about the dangers of Variable Universal Life insurance as an investment option. Next, we take a call about investment options for an elderly person that just came into a large amount of money. Lastly, a question from someone asking about buying an annuity for their 90-year old mother as a way to pay for long-term care.
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 call...
2016-02-0648 minAllworth Financial‘s Money Matters1/30/2016 – Investing RMDs, Pension Options, and Roth IRAsOn 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, we take a call about single life versus survivor insurance options on a pension. Lastly, we answer a question about setting up a Roth IRA.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat a...
2016-01-3048 minAllworth Financial‘s Money Matters1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement ReadinessOn 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) markets! The episode begins with a discussion about the recent volatility in the financial markets. We then field a call regarding fixed annuities from a relative of a person with Alzheimer’s. Next, we take a call about rolling over assets from a traditional 401K into a Roth near retirement in a bear market. Lastly, we take a call from someone seeking to know if they are financially ready to retire this year.
2016-01-2348 minAllworth Financial‘s Money MattersJanuary 16, 2015On 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 a discussion about recent market volatility. We then field a call about accelerating retirement investments by age 67. Next, we take a call about the best time to roll over an old ESOP plan. Lastly, we take a call about how much a person should save outside a public-sector employee pension.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answe...
2016-01-1648 min
Between Now and SuccessRIA Founder Scott Hanson on How to Organically Grow a Multi-Billion Dollar RIACan you organically grow a multi-billion dollar RIA?
Many of the large RIAs you read about got there because they acquired firms or they were part of a banking, accounting, or law firm that fed them a large number of clients.
Today's guest, Scott Hanson of Hanson McClain, built the firm with his partner Pat McClain the old-fashioned way--one client at a time.
Using gorilla-marketing tactics, a radio show, and smart marketing, these guys built a $2 billion RIA with about 4,000 clients and an average account size of $500,000. Similar to Edelman Financial Services, Scott...
2016-01-1353 minAllworth Financial‘s Money MattersJanuary 9, 2016On 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 asking Scott and Pat how to prepare for a retirement that seems to be approaching too fast. Then we receive a call about whether it’s better to let the state or a financial advisor manage one’s 457, which leads to a discussion about how to check the quality of your financial advisor. Lastly, a call about the benefits of paying off the mortgage before retirement.
Scott Hanson and Pat McC...
2016-01-0948 minAllworth Financial‘s Money MattersDecember 19, 2015On this week’s Money Matters: The episode begins with a discussion about larger brokerage firms and how their advisors are compensated. Then Pat and Scott take a call about preparing for retirement in the next 5 years, and how it’s changed, followed by a question asking if a person should take a 401k loan to pay off their credit card debt. Lastly, a call asking if income from a rental property needs to be claimed on a tax return.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 y...
2015-12-1948 minAllworth Financial‘s Money MattersDecember 12, 2015On 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 investing in gold. Then they take a call about the problem of underfunded life insurance, followed by a question about contributing to a Roth 401k vs a traditional 401k. Lastly, a call about an elderly mother who was sold an annuity when she wanted a bank CD.
Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions...
2015-12-1449 minAllworth Financial‘s Money MattersSeptember 26, 2015This 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 recently retired person from the state asking where they should withdraw from first in retirement. Lastly, a caller wanting to know the best allocation for their recently widowed mother’s assets.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
...
2015-09-2653 minAllworth Financial‘s Money MattersSeptember 19, 2015This 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 saving for retirement, and lastly, Scott and Pat take a call regarding home debt.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.
2015-09-1952 minAllworth Financial‘s Money MattersAugust 22, 2015This 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 to retire, and how much to withdraw from a 401k. Lastly, Scott and Pat take a call about what to do with an actively managed mutual fund in today’s market conditions.
Scott Hanson and Pat McClain have been hosting the Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.
Ask a...
2015-08-2748 min