Podcast Episodes
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Social 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…
10 years, 1 month ago
Scott’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 …
10 years, 2 months ago
Inherited 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. N…
10 years, 2 months ago
RMDs, 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 qu…
10 years, 2 months ago
Advisor 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 questio…
10 years, 2 months ago
RMDs, 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 …
10 years, 2 months ago
Preparing 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…
10 years, 3 months ago
Being 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 qu…
10 years, 3 months ago
State pensions, Social Security, helping children save for retirement, and indexed annuities
On this week’s Hanson McClain’s Money Matters: The episode begins with a question about how receiving a state pension affects Social Security income.…
10 years, 3 months ago
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
On 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 …
10 years, 4 months ago