The Library is an easy-to-use financial resource where you can find anything from soundbytes of our radio show, to eBooks, calculators and much more.
Simply select CONTENT CATEGORY and/or CONTENT TYPE
To refine your search, return to the The Library
Scott and Pat of Hanson McClain’s Money Matters speak with a guest about a strange situation where getting laid off was actually a blessing.
Scott and Pat discuss net unrealized appreciation with HMA’s Pat Henry, a veteran advisor of Hanson McClain.
Scott Hanson and Pat McClain give Money Matters’ caller Dave key questions to ask his accountant about a money-losing business.
Scott Hanson and Pat McClain advise a caller about paying for her granddaughter’s education.
Money Matters hosts Scott Hanson and Pat McClain advise a caller about minimum distributions from her IRA.
Scott and Pat advise a caller who wants to donate to charity but needs to understand the tax implications.
How to Choose Between Your House and Your 401(k).
Retirement experts Scott Hanson and Pat McClain, hosts of Money Matters, advise a caller on a strategy for protecting his pension income.
Join Pat McClain, ChFC®, for this FREE retirement webinar to learn how you can become confident that you'll be able to retire in the same lifestyle you enjoy today.
Retirement expert Scott Hanson writes for CNBC about the tax implications of Roth conversions.
Listen to Scott and Pat discuss how individuals with employer stock in their 401(k), a profit sharing plan, or ESOP can avoid paying taxes with a smart tax strategy of Net Unrealized Appreciation.
Retirement expert Scott Hanson explains the difference between 403(b)s and Roth IRA savings accounts in Kiplinger magazine.
In Kiplinger magazine, Scott Hanson explains the different tax implications of converting a 401(k) to a Roth IRA.
From maximizing his 401(k), to amortizing his mortgage, listen as Scott and Pat advise a lucky caller who just won a huge jackpot!
Scott and Pat explain how probate taxes work, what a "step-up in basis" is, & other types of taxes that may come into play when someone inherits assets.
Listen to Scott and Pat help a caller determine where to invest his required minimum distributions (RMDs) and the possible tax implications.
Watch this FREE webinar hosted by Scott Hanson, CFP®, to help you gather the information you need to research to learn the background of your investment advisor.
Scott Hanson discusses retirement and paying off your mortgage with an IRA.
Listen to Scott and Pat help a caller decide how best to withdraw income from his retirement accounts to minimize his taxable income.
Hanson McClain Advisors has developed the 7 Personal Decisions Points to help you prepare for retirement transition.
Listen to Scott and Pat help a caller decide if it would be in her best interest to pay off her mortgage before she retires.
Listen to Scott and Pat clarify for a caller whether or not his IRA accounts are protected from liability.
Listen to Scott and Pat discuss how gifting appreciated stocks can have tax benefits and reset your cost basis if re-purchased.
Scott Hanson discusses how to run your own check of your financial advisor.
Scott Hanson talks retirement and compensation models for investment advisors.
Download Hanson McClain's "How to Select a Financial Advisor" FREE eBook to find an advisor that best meets your retirement needs and goals.
Scott Hanson and Pat McClain, co-hosts of Money Matters, explain pros and downside of a Maximum Funded Tax Advantage Life Insurance works.
Scott Hanson and Pat McClain discuss when life insurance is needed and when it may no longer be necessary.
All things being equal, saving the maximum into a Roth option provides the greatest chance of high, after-tax income during retirement.
If you are in a high tax bracket, max out your 401(k), earmarking some of those dollars for a future payoff during retirement.