Money Matters by Allworth Financial
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Saving for Retirement & Investing Profits
52 mins; June 30, 2018
How to Afford Retirement & Your Child’s College Education
52 mins; June 23, 2018
Rising Interest Rates and Retirement
52 mins; June 16, 2018
Best of Show: Retirement Planning and Underfunded Pensions
52 mins; May 26, 2018
The Changing Landscape of Retirement
52 mins; May 19, 2018
Having Too Much Company Stock Can Be Risky
52 mins; May 12, 2018
Don’t Let the Fear of Missing Out Drive Your Investment Decisions
52 mins; May 05, 2018
Social Security and Pension Planning
52 mins; April 28, 2018
Interest Rates and Real Estate Investing
52 mins; April 21, 2018
The Problem with Annuities
52 mins; March 31, 2018
The Top 5 Retirement Income Decisions Facing Older Workers
52 mins; March 10, 2018
The Value of Good Financial Advice
52 mins; March 03, 2018
Estate Planning with the New Tax Laws and the Stock Market
52 mins; February 17, 2018
Tax Law Changes and Cryptocurrency
52 mins; February 10, 2018
Annuities, Income Withdrawal Strategies, and Paying Down the Mortgage
52 mins; January 26, 2018
What the New Tax Law Means for you and your Money
52 mins; January 12, 2018
On 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.
52 mins; August 19, 2017
Paying for the care of an elderly parent, when to lower investment risk, and what a financial advisor should be doing for you.
52 mins; August 12, 2017
Protecting your children from the pitfalls of a large inheritance, and strategies to deal with forced retirements or the loss of healthcare.
52 mins; August 05, 2017
Young people and the best approach to investing, 529 plans, and special guest, long-time Hanson McClain advisor Barbara Healy.
52 mins; July 29, 2017
How Money Matters came to be, when an inheritance might be bad for the kids, and what to do with massive student loan debt.
52 mins; July 22, 2017
Unusual reasons it’s important to be financially prepared for retirement, and how to avoid common regrets once you leave the workforce.
52 mins; July 15, 2017
The 4th of July, A Pensioner with Social Security, and Special Guest, Age Wave’s Maddy Dychtwald
52 mins; July 08, 2017
Properly “weighting” your portfolio, timing markets, and listener calls from around the country.
52 mins; July 01, 2017
The ABCs of preferred stocks, Section 8 inheritance limits under HUD, and the “true” value of investment property.
52 mins; June 24, 2017
Leveraged Exchange Traded Funds, Amazon Stock and Dangerous Annuities
52 mins; June 17, 2017
Is it a good time to sell a home?
52 mins; June 10, 2017
An Interview with the Father of the 401(k) Plan
52 mins; June 03, 2017
Living abroad during retirement
52 mins; May 20, 2017
How to raise children to make smart financial decisions
51 mins; May 13, 2017
How do you know if your advisor has your best interests in mind?
52 mins; April 29, 2017
What to do with $400 million in lottery winnings
52 mins; April 22, 2017
What is a hedge fund?
52 mins; April 15, 2017
Living a fulfilling retirement through aging well
52 mins; April 08, 2017
Saving enough money for retirement
52 mins; April 01, 2017
Investing large sums of money in the current market, and the feasibility of rental properties
52 mins; March 11, 2017
Mortgage-backed Securities, Investment Allocations Heading into Retirement, and an Interview with Kevin Knull, Thought Leader in the Financial Industry
52 mins; February 24, 2017
Tax tips, disappearing pensions, and windfall insurance settlements
52 mins; February 11, 2017
An interview with Leigh Steinberg, Esq., the real-life Jerry McGuire
52 mins; January 28, 2017
Fiduciary standards under President Trump, portfolio allocations, and paying off your mortgage
52 mins; January 21, 2017
Protecting yourself from identity theft and annuities
52 mins; January 14, 2017
The tax implications of Charitable Giving Accounts, saving enough for retirement, and dangerous indexed annuities to avoid
52 mins; January 07, 2017
Jan 6
52 mins; January 05, 2017
Money Matters New Year’s Eve Special
53 mins; December 31, 2016
Money Matters Holiday Generosity Special
52 mins; December 24, 2016
How financial literacy affects financial decisions, after-tax dollars in a 401(k) and pension distribution options
52 mins; December 17, 2016
Visualizing your future self to help you save for retirement, and how to select a financial advisor
52 mins; December 10, 2016
Overcoming age discrimination, a discussion on bond market volatility, and what rising interest rates mean for your home’s value
52 mins; December 03, 2016
Getting involved in the “Gig” economy during retirement, and maximizing tax savings when you give to charity
52 mins; November 26, 2016
The changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles
52 mins; November 19, 2016
The election and your finances, investor psychology, and saving for retirement
52 mins; November 12, 2016
Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
52 mins; November 05, 2016
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
52 mins; October 29, 2016
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
52 mins; October 22, 2016
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
52 mins; October 15, 2016
Purposeful retirements, the value of a note on a property, and financial planning during a family emergency
52 mins; October 08, 2016
Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
52 mins; September 30, 2016
Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
52 mins; September 24, 2016
The changing face of retirement, behavioral finance, and bypass trusts
48 mins; September 17, 2016
Discovering your passions in retirement, and the impact of low interest rates on the stock market
49 mins; September 10, 2016
Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
48 mins; September 03, 2016
Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
49 mins; August 27, 2016
Dangerous new investment scams, tax tips, and ways to save extra money for retirement
49 mins; August 20, 2016
Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
49 mins; August 13, 2016
The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
51 mins; August 06, 2016
Underfunded pension plans, life after retirement, and effective charitable giving
49 mins; July 30, 2016
Investing funds from the sale of a business, company pensions and Social Security
49 mins; July 23, 2016
The impact of Brexit, and perspective on negative interest rates
48 mins; July 16, 2016
Paying for healthcare, the fiduciary standard, and paying off debt
51 mins; July 09, 2016
The impact of Brexit, 529s, home ownership, and investing funds from the sale of a business
49 mins; July 02, 2016
The Brexit, pensions, Roth IRAs, and dangerous indexed annuities
46 mins; June 25, 2016
Fiduciaries, interest rates, RMDs, dangerous REITS, and preparing for retirement
47 mins; June 18, 2016
Empty nesters, paying for parents’ assisted living, sketchy annuities, and the basics of saving
46 mins; June 11, 2016
Negative interest rates, fiduciary advisors, and Roth IRAs
48 mins; June 04, 2016
Scott’s trip to Cuba, investing funds from a property sale, and paying for home care for a parent
48 mins; May 28, 2016
Recovering losses from an old annuity, and maximizing returns during retirement
48 mins; May 21, 2016
What should be done with old annuities?
48 mins; May 14, 2016
Investing a large sum of cash, student loans, and IRAs vs Roth IRAs
48 mins; May 07, 2016
IRAs vs. Roth IRAs and 401k Plans
48 mins; April 30, 2016
Social Security and Medicare, old stock certificates, and the fiduciary standard
48 mins; April 23, 2016
Scott’s new book, capital gains, and CDs
48 mins; April 16, 2016
Inherited assets, Roth vs a traditional 401(k), hedge funds, and changes to the fiduciary standard
49 mins; April 09, 2016
RMDs, saving for retirement, mutual funds, and a special guest
48 mins; April 02, 2016
Advisor fees, annuities, and automatic rebalancing
48 mins; March 26, 2016
RMDs, working with an investment advisor, and investing liquid assets
48 mins; March 19, 2016
Preparing investments for retirement, and state employee service credit
48 mins; March 12, 2016
Being properly diversified, contributing to an IRA in retirement, and Social Security means testing.
48 mins; March 05, 2016
State pensions, Social Security, helping children save for retirement, and indexed annuities
48 mins; February 20, 2016
2/13/2016 – Structured Cashflow Plans, Market Index Annuities, and flexible 401K plans
48 mins; February 13, 2016
2/6/2016 – Dangers of Variable Universal Life Insurance, investing at an advanced age, and paying for long-term care
48 mins; February 06, 2016
1/30/2016 – Investing RMDs, Pension Options, and Roth IRAs
48 mins; January 30, 2016
1/23/16 - Market Volatility, Annuities, Roth IRA, Retirement Readiness
48 mins; January 23, 2016
January 16, 2015
48 mins; January 16, 2016
January 9, 2016
48 mins; January 09, 2016
January 2, 2016
48 mins; January 04, 2016
December 26, 2015
48 mins; December 30, 2015
December 19, 2015
48 mins; December 19, 2015
December 12, 2015
49 mins; December 14, 2015
December 5, 2015
48 mins; December 05, 2015
November 28, 2015
54 mins; November 28, 2015