How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fit together. In this episode of Mone...
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Hanson McClain's Money Matters
For more than 20 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
Episodes
20 of 502 episodesHow to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ul...
Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximi...
Concentrated Stock Positions: How to Avoid Big Taxes
How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allwo...
Can I Retire With $5 Million? Planning the Next Chapter
For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pa...
Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while ano...
Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors
In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether...
Smart Tax Strategies for High Net Worth Investors
In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million...
Roth Conversion & Direct Indexing Strategies
In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes,...
Smart Tax Diversification & Roth Conversions
In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planni...
Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it...
Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs
Taxes can quietly shape some of the biggest financial decisions you’ll ever make — from choosing how to take a pension to deciding how to le...
A Common Tax Mistake Wealthy Investors Overlook
In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite v...
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and...
401(k) Roth Rule Change + Balancing Pensions and Roth IRAs
In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-u...
Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking a...
Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess
In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids,...
$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families
In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks...
Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. O...
Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights
In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key...