x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Allworth Financial‘s Money Matters

Allworth Financial

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like: -Should I do Roth conversions? -Are there tax strategies I should be using? -Do I have the proper estate plan? -Is my portfolio allocation diverse enough? -Will I retire on time? Take Money Matters with you each week. Download the show wherever you get your podcasts.

business investing

All Episodes

59:03

The financial benefits of delayed gratification,...

Allworth Financial‘s Money Matters ·

2024/01/13

On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth advisor Brian Murphy joins the show to explain how he cleaned up a portfolio that was riddled with fee and commission payments. Join Money Matters: Get your

en

57:29

A family financial review, a donor-advised fund...

Allworth Financial‘s Money Matters ·

2024/01/06

On this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with an annuity wants to know why Scott and Pat are so critical of how financial products are sold. Join Money Matters: Get your most pressing financial

en

52:49

Scott and Pat tackle questions about college costs,...

Allworth Financial‘s Money Matters ·

2023/12/30

On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum. Join Money Matters: Get your most pressing financial questions

en

51:36

Bridging the gap between having wealth and feeling...

Allworth Financial‘s Money Matters ·

2023/12/23

On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs

en

52:35

2024 financial resolutions, worries about a Roth...

Allworth Financial‘s Money Matters ·

2023/12/16

On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should finally combine finances with his wife. Finally, you’ll hear why Scott and Pat think a California caller should cash out her annuity. Join Money Matters:

en

52:33

After-tax 401(k) contributions, year-end tax tips,...

Allworth Financial‘s Money Matters ·

2023/12/09

On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax division breaks down strategic moves to make before the end of the year. Finally, a caller who just retired asks whether he should move some of his money into an annuity. Join Money Matters: Get your most pressing financial questions answered by Allworth's

en

44:45

The red-hot stock market, why cash isn’t the...

Allworth Financial‘s Money Matters ·

2023/12/02

On this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial planning technique. A North Carolina caller asks for guidance on a savings goal. An Ohio woman wants to know whether she should buy an annuity. Then, Scott and Pat have a candid conversation about what retirement means to them. Finally, they explain why cash is not a long-term solution for investors. Join Money Matters: Get your most pressing financial

en

52:50

The strange things people do with inherited money,...

Allworth Financial‘s Money Matters ·

2023/11/25

On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to know whether he can afford to self-insure his long-term care. Plus, Allworth advisor Steve Hruby joins the show, to discuss the danger of investment products. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat

en

51:20

Two times when it might make sense to tweak your...

Allworth Financial‘s Money Matters ·

2023/11/18

On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with a question about a Roth

en

53:18

How investors should react to the current state of...

Allworth Financial‘s Money Matters ·

2023/11/11

On this week’s Money Matters, Scott and Pat talk with Allworth Chief Investment Officer Andy Stout about the economic factors driving stock market activity. A caller from Georgia with two houses on 14 acres of land asks whether he should consider a reverse mortgage. Plus, is it better to sell a house or rent it out? A Pennsylvania father with dreams of living in a larger home wants to know. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and

en

52:44

The four components of a happy retirement, when...

Allworth Financial‘s Money Matters ·

2023/11/04

On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension. Join Money Matters: Get your most pressing financial questions

en

45:54

The qualities of a financial advisor who cares about...

Allworth Financial‘s Money Matters ·

2023/10/28

On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment property. A California man building a forever home wants to know about property tax implications. Finally, a Texas caller living in an RV needs financial guidance so she can improve the quality of her life. Join Money Matters: Get your most pressing financial questions answered

en

56:39

Why crypto was a recipe for disaster, where to invest...

Allworth Financial‘s Money Matters ·

2023/10/21

On this week’s Money Matters, Scott and Pat explain how they knew years ago that the crypto craze would turn chaotic. A California man asks whether his mother should roll over her annuity into an IRA. A caller from New Jersey needs help deciding whether to pay off one of her mortgages. Plus, Allworth advisor Lauren Williams joins the show to highlight the power of financial planning when life takes unexpected turns. Finally, a Nevada mother with too much cash asks where to invest it. Join Money

en

44:10

Why the fundamentals of investing are critical right...

Allworth Financial‘s Money Matters ·

2023/10/14

War in the Middle East. Turmoil in Congress. On this week’s Money Matters, Scott and Pat explain why the key for investors right now is calm. Then, they help a Colorado woman who is concerned about the future of the value of the dollar. A caller who just turned 65 wants guidance with his employer-owned retirement account. Finally, an Indiana woman asks where she should invest her old 401(k) dollars. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott

en

44:55

Why investors need a sounding board, plus questions...

Allworth Financial‘s Money Matters ·

2023/10/07

On this week’s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks where she should put money left over from her budget. A man who started listening to the show when he was 19-years-old wants to know whether he should buy whole life insurance. Finally, Scott and Pat educate a California caller on why and when one should do Roth conversions. Join Money Matters: Get your most pressing financial questions answered by

en

52:33

Lessons on long-term care, bonds, retirement income,...

Allworth Financial‘s Money Matters ·

2023/09/30

On this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think a California man should continue paying the premiums on his long-term care policy even though he can self-insure. A Florida retiree calls in to ask whether he should buy individual bonds. Then, Scott and Pat tackle questions about retirement income and proceeds from the sale of a house. Join Money Matters: Get your most pressing financial questions

en

52:50

A deluge of empty buildings, where to invest home...

Allworth Financial‘s Money Matters ·

2023/09/23

On this week’s Money Matters, Scott and Pat start the show by discussing the worries in the commercial real estate market. Then, a woman who plans to sell her apricot orchard wants to know how much money she needs to buy a new home in a different state. A Virginia caller asks where he should invest the proceeds from the upcoming sale of his mother’s house. Finally, behavioral decision-making expert Hal Hershfield joins the show to explain why getting to know your future self right now will pay

en

43:17

Where the key to financial independence lies, plus...

Allworth Financial‘s Money Matters ·

2023/09/16

On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he is on the right track toward retirement. You’ll hear why Scott and Pat want a California caller to invest her money in a traditional retirement account instead of a Roth. Finally, why moving for tax reasons isn’t as simple as it looks. Join Money Matters: Get your most pressing financial

en

46:19

A Roth conversion question, where to invest CD...

Allworth Financial‘s Money Matters ·

2023/09/09

On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Finally,

en

52:45

Why retirees return to work, the current state of the...

Allworth Financial‘s Money Matters ·

2023/09/02

On this week’s Money Matters, Scott and Pat discuss why so many people who voluntary left the workforce want jobs again. Allworth Chief Investment Officer Andy Stout joins the show to examine whether the Federal Reserve will raise interest rates for a 12th time in 18 months. Then, Scott and Pat help a caller create a strategy for taking distributions from several retirement accounts. Finally, a retiree and great saver asks whether she should be making extra mortgage payments. Join Money Matters:

en

514 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...