Efficient Gifting to Children and Charities

On this week’s Hanson McClain’s Money Matters: Scott and Pat talk to a caller who is curious about whether a reverse mortgage might be right for him. Next, they answer a question about how advisors charge for their services, and how to differentiate the good advisors from the bad. Lastly, Hanson McClain advisor and Chief Investment Officer David Schauer shares a story about helping clients pass money along to their children and to charity in the most effective way possible.  

If you have a question for Scott or Pat, you can call 1-888-2-HANSON (1-888-242-6766), or you can submit a question at questions@moneymatters.com at any time to be featured on a future show.  

Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for over 20 years, and have answered questions from thousands of callers on a variety of financial topics.