Is the classic 60-40 portfolio model dead?
Hanson McClain's Money Matters
by Allworth Financial
5d ago
On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds ..read more
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Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
Hanson McClain's Money Matters
by Allworth Financial
1w ago
On this week’s Money Matters, Scott and Pat explain why they sometimes advise callers to spend down their savings. You’ll hear them help a New York man who wants to know what he should do with $250,000 of profit from a home sale. A California man asks whether he should cash out dividends or reinvest them. Finally, a fellow Allworth advisor joins Scott and Pat to help listeners overcome the fear of financial planning.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a quest ..read more
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The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
Hanson McClain's Money Matters
by Allworth Financial
2w ago
On this week’s Money Matters, Scott and Pat explain why the current crypto crisis was bound to happen. A Texas man with a pension wants to know whether he should retire at the end of the year. You’ll hear advice for a caller who says his company “medically retired” him. Plus, help for a Missouri man who just wound up with an inherited IRA worth $115,000.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by e ..read more
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Rebalancing your portfolio, questions about Social Security, and where to allocate income.
Hanson McClain's Money Matters
by Allworth Financial
3w ago
On this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Arizona woman who wants to know whether she should worry about her investments anymore.  You’ll hear why an Ohioan with real estate holdings needs more cash. Finally, guidance for two California callers with questions about Security.       Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking&n ..read more
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The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
Hanson McClain's Money Matters
by Allworth Financial
1M ago
On this week’s Money Matters, Scott and Pat explain the best way to steer yourself through market volatility, while still leaving room for growth. They help a Washington woman whose inheritance is largely tied up in several annuities. A man who can’t find work wants to know whether he should throw in the towel and retire.  You’ll hear Scott and Pat discuss the impact that divorce can have on estate planning.  Finally, a lesson on whether reinvesting dividends makes sense.     Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Sc ..read more
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Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
Hanson McClain's Money Matters
by Allworth Financial
2M ago
On this week’s Money Matters, Scott and Pat help a caller who wants to minimize her risk without pulling money from the stock market.  A California man wants to know whether he should remodel his home or buy a new one.  You’ll hear a real world example of what can happen when people engage in fad investing. Finally, what you should NOT do when markets are down.     Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can ..read more
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Risk tolerance, advice on life insurance, and why tax time should be all the time
Hanson McClain's Money Matters
by Allworth Financial
4M ago
On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility.  They give honest advice to a caller who thinks his friend should move some money from bonds to cash.  A retired member of the military wants to know what kind of universal life insurance policy to buy.  A Georgia woman wonders where to transfer her old HSA.  And Scott and Pat explain why tax time should be all the time.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air ..read more
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The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
Hanson McClain's Money Matters
by Allworth Financial
4M ago
On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around.  A Virginia man wants to know whether now is the time to pull the trigger on buying a second home.  We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor.  Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You ..read more
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When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.
Hanson McClain's Money Matters
by Allworth Financial
5M ago
On this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice.  Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off his home. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or as ..read more
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Family financial conversations, money from an inheritance, and an overview of SEPs.
Hanson McClain's Money Matters
by Allworth Financial
11M ago
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate ..read more
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