Podcast Episodes
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Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.
Episode 55
The program begins with a call from a 22-year old Washington resident who wants to start preparing for retirement. Scott and Pat then discuss early e…
8 years, 10 months ago
How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.
Episode 54
Scott and Pat open the show with a recap about how Hanson McClain’s Money Matters came to be. That is followed by a trio of callers, including a pers…
8 years, 10 months ago
Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.
Episode 53
This week’s show begins with a conversation about the type of client-centric, non-self-serving advice Scott and Pat provide. This is followed by a se…
8 years, 11 months ago
The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald
Episode 52
Scott and Pat reminisce about the 4th of July, then answer a pensioner’s question about when he should take Social Security. Next, a caller who is ju…
8 years, 11 months ago
Properly “weighting” your portfolio, timing markets, and listener calls from around the country.
Episode 51
A discussion about why it’s important that callers to Money Matters be able to remain anonymous. Scott and Pat take a call from a new retiree who rec…
8 years, 11 months ago
The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.
Episode 1
The show begins with a conversation about the types of savers and investors Money Matters is most likely to get calls from. The first caller on today…
8 years, 11 months ago
Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities
On 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 tim…
9 years ago
Is 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…
9 years ago
An Interview with the Father of the 401(k) Plan
On 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 …
9 years ago
Living abroad during retirement
On 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 benefi…
9 years ago