For more than 25 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.
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The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Washington Watch Daily Live Radio Show
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On today's program, hosted by Joseph Backholm: Chris Mitchell, Middle East Bureau Chief for CBN News, reports the latest on the hostage negotiations between Israel and Hamas. Dr. Paul Mueller, American Institute for Economic Research Senior Research
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On today's program, hosted by Jody Hice: Scott Perry, U.S. Representative for Pennsylvania's 10th District, reacts to the latest developments in the negotiations for the remaining Oct. 7th hostages and offers an update on negotiations ahead of the
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On today's program, hosted by Jody Hice: Ralph Norman, U.S. Representative for the 5th District of South Carolina, shares an update on the effort to include the SAVE Act in any government funding measure. Caroline Glick, Senior Contributing Editor
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Heather Robertson Fortner: Scaling Your RIA From $250M to $8B AUM
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SignatureFD's CEO discusses the unsexy realities of building a multibillion-dollar RIA. Host: Steve Sanduski, CFP.Av Barron's Advisor
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On this Labor Day program: Virginia Foxx, Chair of the House Committee on Education and the Workforce, shares how Congress will address rampant anti-Semitism on college campuses as they start the new school year. Tiffany Justice, Moms for Liberty
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Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
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On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging. Whether yo…
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On today's program, hosted by Jody Hice: Burgess Owens, U.S. Representative for the 4th�District of Utah,�reacts to Vice President Kamala Harris's CNN interview. John Stemberger, President of Liberty Counsel Action, exposes what Florida's Amendment
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On today's program, hosted by Jody Hice: Alex Mooney, U.S. Representative for the 2nd District of West Virginia, refutes Vice President Kamala Harris's claim of being tough on border security and reacts to reports of an armed Venezuelan gang
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On today's program, hosted by Jody Hice: Lisa McClain, U.S. Representative for the 9thDistrict of Michigan, shares how House Oversight and Accountability Committee Republicans are holding the Biden Department Health and Human Services accountable
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On today's program, hosted by Jody Hice: Andy Biggs, U.S. Representative for the 5th�District of Arizona, comments on Meta CEO Mark Zuckerberg's letter admitting he caved to the Biden administration's pressure campaign to censor alleged COVID-19
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Caroline Gundeck: Leveraging Your Firm’s Resources to Help Clients
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The Morgan Stanley director discusses how connections and community in the workplace can help advisors anticipate and meet client expectations. Host: Greg Bartalos.Av Barron's Advisor
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On today's program, hosted by Jody Hice: Keith Self, U.S. Representative for the 3rd District of Texas, reflects on the third anniversary of the Abbey Gate bombing in Afghanistan and comments on the latest in the conflict between Israel and
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A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
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On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether he should invest in buffered ETFs. Scott and Pat then reflect on the 2008 financial crisis that nearly brought down the world economy. A California man wonders whether he should invest in Separately Man…
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On today's program: Randy Weber, U.S. Representative for the 14th District of Texas, responds to the speeches from the final evening of the Democratic National Convention and highlights former President Donald Trump's recent trip to the U.S.
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On today's program, hosted by Jody Hice: Tim Burchett, U.S. Representative for the 2nd District of Tennessee, contrasts the Democrats' claims about border security with a shocking report from the Department of Homeland Security Inspector General
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On today's program, hosted by Jody Hice: Curtis Houck, Managing Editor of Newsbusters, responds to events from the second day of the Democratic National Convention and shares data from recent polling showing that Democratic and Independent voters
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On today's program, hosted by Jody Hice: Bob Good, U.S. Representative for the 5th District of Virginia, reacts to the first day of the Democratic National Convention taking place this week in Chicago. Chad Wolf, former Acting Secretary of the
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Susie Cranston: Scaling Strategies for Multibillion-Dollar RIA Firms
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Cresset’s president explains how strong leadership, a client-centric culture, and integrated technology can drive massive growth. Host: Steve Sanduski, CFP.Av Barron's Advisor
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On today's program, hosted by Jody Hice: Dr. Greg Murphy, U.S. Representative for the 3rd District of North Carolina, discusses the Democratic National Convention taking place this week in Chicago, where pro-Hamas protestors have gathered and
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Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
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On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim hal…
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On today's program, hosted by Jody Hice: Joel Griffith, The Heritage Foundation's Research Fellow, reacts to Vice President Kamala Harris's effort to distance her economic policy from the "Bidenomics" policies of the administration in which she
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On today's program, hosted by Jody Hice: Tim Walberg, U.S. Representative for the 5th District of Michigan, reacts to the latest on the tensions between Israel and Iran. He also comments on the third anniversary of the Biden administration's
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On today's program, hosted by Jody Hice: Andrew Bunnell, a ministry leader based in Georgia, shares his experience rescuing underground Christians stranded in Afghanistan as the Taliban re-seized control of Afghanistan. John Pierce, founder of the
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On today's program, hosted by Jody Hice: Gordon Chang, Distinguished Senior Fellow at the Gatestone Institute, analyzes the threat Iran poses to Israel and discusses how the Communist Party of China has sought to influence the region. Brent Keilen,
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Michael Schaffer: Long-Term Investing in a Short-Term World
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The president of Schaffer Private Wealth Group discusses the importance of discipline and temperament and identifies the five criteria he seeks in long-term investments. Host: Greg Bartalos.Av Barron's Advisor
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On today's program, hosted by Jody Hice: Chris Mitchell, Middle East Bureau Chief for CBN News, reports from Jerusalem as Israel remains on high alert for a direct strike from Iran. Scott Perry, U.S. Representative for Pennsylvania's 10th District,
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An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
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On this week’s Money Matters, Scott and Pat help a Montana rancher navigate the volatile stock market. A California man wonders if it's time to combine finances with his wife. Finally, Scott and Pat examine new IRS guidance that impacts thousands of people who will inherit retirement accounts. Join Money Matters: Get your most pressing financial qu…
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On today's program, hosted by Jody Hice: Eli Crane, U.S. Representative from the 2ndDistrict of Arizona, reacts to the Iranian President's threats to attack Israeli bases in neighboring countries and offers his thoughts as a former Navy SEAL on the
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Matt Cooper: Driving Growth With M&A and Private Equity
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How Beacon Pointe leveraged private equity to strike 19 deals in 21 months and kickstarted billions in organic and inorganic growth. Host: Steve Sanduski, CFP.Av Barron's Advisor
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The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
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On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, S…
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Nayan Ranchhod: How Couples Are Thinking About Money and Retirement
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The Ameriprise private wealth advisor offers tips for advisors working with couples that are nearing or in retirement. Host: Greg Bartalos.Av Barron's Advisor
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Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
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On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother’s estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an O…
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Scott Hanson, Pat McClain: Partnership Secrets in Building a $20B RIA
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Insights on how a successful partnership built and sustained 30 years of enormous growth at Allworth Financial. Host: Steve Sanduski, CFP.Av Barron's Advisor
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When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
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On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of former President Donald Trump. A new retiree wants to know how risky he should be with $140,000 he has in an old 401(k). A North Carolina caller asks whether it’s smart to use 401(k) dollars to pay off …
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Morningstar CEO Kunal Kapoor on AI, Investing, and Company Culture
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At the Morningstar Investment Conference in Chicago, Kapoor also discusses how advisors can demonstrate value to clients. Host: Greg Bartalos.Av Barron's Advisor
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The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
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On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing hi…
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Leslie Zane: The New Rules of Persuasion for Financial Advisors
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Discover why traditional marketing fails and how instinct-based strategies can win new clients. Host: Steve Sanduski, CFP.Av Barron's Advisor
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A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
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On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandm…
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Peter Mallouk: Why Demand for Financial Advisors Will Only Increase
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Creative Planning’s president and CEO discusses his career, the RIA’s M&A strategy, Wade Boggs, and how the firm become a juggernaut. Host: Greg Bartalos.Av Barron's Advisor
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Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
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On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing…
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