Podcast Episodes
Back to Search
Revenue sharing can change your advisor’s view.
Episode 135
Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market.
A caller anticipati…
7 years, 4 months ago
What the new tax law means for mortgages.
Episode 134
On this week’s Money Matters, Scott and Pat talk about how the new tax law may change the way you want to pay off your mortgage. Scott also talks abo…
7 years, 4 months ago
The real value of sound financial advice.
Episode 133
On this week’s Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-box…
7 years, 4 months ago
An investment philosophy is half the equation.
Episode 132
On this week’s Money Matters, Scott and Pat talk about the pension trouble facing government entities and companies like Pacific Gas and Electric. Th…
7 years, 5 months ago
Investing Doesn’t Need to be Complicated
Episode 131
On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019.
Scott and Pat ta…
7 years, 5 months ago
Investing in Yourself is Saving
Episode 130
Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some mon…
7 years, 5 months ago
Happy Holidays – Best of Show
Episode 129
Celebrating the Holidays, this week’s Money Matters is a look back at some of the most memorable calls from 2018.
Scott and Pat talk to a charitably-…
7 years, 5 months ago
Hope is Not an Investment Strategy
Episode 128
On this week’s Hanson McClain’s Money Matters, Scott and Pat look back on the cryptocurrency boom and bust, and why the values of long-term investing…
7 years, 6 months ago
Giving is a healthy discipline for your finances.
Episode 127
On this week’s Hanson McClain’s Money Matters, Scott and Pat lay out the tax-smart strategies for charitable giving during the holiday season or any …
7 years, 6 months ago
Don’t confuse the broad stock market with one company.
Episode 126
On this week’s Hanson McClain’s Money Matters, Scott and Pat talk about client reactions to the current market and the meaning of diversification.
Sc…
7 years, 6 months ago