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The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
The 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…

9 years, 11 months ago

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The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
The 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 O…

9 years, 11 months ago

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Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
Fiduciaries, 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 dis…

9 years, 11 months ago

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Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk about new empty nesters during this graduation season. Next, they talk to a caller…

10 years ago

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Negative interest rates, fiduciary advisors, and Roth IRAs
Negative 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 …

10 years ago

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Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
Scott’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 e…

10 years ago

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Recovering losses from an old annuity, and maximizing returns during retirement
Recovering 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 l…

10 years ago

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What should be done with old annuities?
What 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…

10 years, 1 month ago

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Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
Investing 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 abou…

10 years, 1 month ago

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IRAs vs. Roth IRAs and 401k Plans
IRAs 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 a…

10 years, 1 month ago

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