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Scott Hanson and Pat McClain of Money Matters solve a complex 401(k) problem for a caller who is worried about his tax exposure.
Scott Hanson and Pat McClain speak with a Hanson McClain advisor about a wealthy client who was given some bad advice, which almost cost her everything.
Scott and Pat speak with a Hanson McClain advisor about an elderly client who was getting ripped off.
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.
Even though Money Matters caller Jim is such a great saver, he still wants advice about how he can save more.
Money Matters guest David Schauer speaks with Scott Hanson and Pat McClain about an unusual asset transfer scenario that could benefit pre-retirees.
Scott and Pat advise a Money Matters caller to take Social Security as soon as she can.
Scott and Pat provide a caller with options for pension money he didn’t know existed.
Scott and Pat talk to advisor Barbara Healy about a terminally ill client whose last wish is to take care of his wife.
Money Matters’ Scott Hanson and Pat McClain help alleviate the fear of an elderly caller who refuses to retire.
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 Money Matters’ caller who is uncomfortable spending money on his retirement.
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.
Scott Hanson and Pat McClain discuss real estate and where they believe the trends are leading.
Scott and Pat advise an attorney who has complex money issues but a surprising number of great options.
Scott Hanson and Pat McClain explain what the recent Department of Labor ruling on fiduciary advisors means for investors.
Scott Hanson and Pat McClain of Hanson McClain’s Money Matters discuss what financial independence really means.
Scott Hanson and Pat McClain advise a caller to Money Matters on the tax complications surrounding annuities.
What are the tax advantages of opening an IRA and then immediately converting it to a Roth? Find out what Scott and Pat have to say.
Lynn is frustrated by the dismal return on her savings. Scott and Pat find a way to balance her risk tolerance with her need to earn more money.
Retired state worker, Donna, asks if she should have her longtime advisor manage all her investments, or just a few.
Don, a California state worker, asks if he should buy a pension service credit or invest his money somewhere else for a higher return.
Scott and Pat help Jim decipher the truth around indexed annuities and when something appears to be too good to be true.
Scott Hanson and Pat McClain advise a son on how to help his 102-year old father invest for the future.
On CNBC, Scott Hanson argues for simplied pension laws.
Hanson McClain Advisors has developed the 7 Personal Decisions Points to help you prepare for retirement transition.
Scott Hanson talks about the market volatility.
Scott Hanson discusses investment time horizons and retirement planning.
Hanson McClain's video illustrates what you should know about Social Security.
Scott Hanson talks about retirement and 401(k) allocation.
Scott Hanson talks about Social Security income and strategies to maximize your social security benefits.
Scott Hanson discusses naming a trust as primary beneficiary for a retirement plan.
Scott Hanson talks about retirement distribution sources.
Scott Hanson discusses how to run your own check of your financial advisor.
Investment advisor Scott Hanson talks about retirement plans and IRA rollovers.
Scott Hanson talks retirement and compensation models for investment advisors.
Investment advisor Scott Hanson talks about how rates of return impact retirement preparation.