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PODCAST

Money Matters by Allworth Financial

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 high-net-worth investors with 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.

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All Episodes

56:32

BONUS EPISODE: Roth Conversions, Financial Advisors...

Money Matters by Allworth Financial ·

2025/09/24

Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and Pat take listener calls that reveal the importance of strategy, trust, and risk management in retirement planning.They begin with a caller asking about complicated yield notes, sparking a discussion on portfolio risk management and why trusting the right financial advisor matters more than chasing products. Next, another listener wants to understand

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51:10

Tax-Efficient Investing, Retirement Choices, and...

Money Matters by Allworth Financial ·

2025/09/20

On this week’s Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why chasing predictions fails while fundamentals like tax-efficient investing deliver results.Next, a caller shares his career-change dilemma: should he leave a higher-paying job for a teaching role with a pension? Scott and Pat weigh in on how retirement savings, insurance coverage, and college funding fit into the bigger picture. Later, another caller with a $9

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46:16

Choosing the Right Financial Advisor: Retirement,...

Money Matters by Allworth Financial ·

2025/09/13

On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as investment strategies. They share real-life stories that highlight how a trusted financial advisor can help families navigate some of life’s toughest moments: illness, unexpected retirement, losing a spouse, and planning for Social Security. From a caller facing a terminal cancer diagnosis to another couple debating whether to pay off their mortgage

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52:39

Capitalism, Roth Strategies, Tax-Efficient Giving,...

Money Matters by Allworth Financial ·

2025/09/06

On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can learn from China’s struggles with electric vehicles and housing. Then listeners call in with real financial challenges—ranging from Roth conversions inside a 401(k), to balancing pre-tax vs. Roth contributions, to donor-advised funds for tax-smart charitable giving. You’ll also hear practical guidance on managing too much cash in retirement accounts,

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52:35

Taxes, Direct Indexing in Real Life, and Pensions:...

Money Matters by Allworth Financial ·

2025/08/30

On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities while gaining more flexibility than traditional index funds. They also take listener calls on pension decisions, including whether to choose a lump sum or annuity, and how required minimum distributions factor into long-term planning. With real-world stories and clear guidance, Scott and Pat show why the right approach to tax planning and direct index

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52:29

Taxes, Direct Indexing, and Concentrated Stock...

Money Matters by Allworth Financial ·

2025/08/23

On this week’s Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the episode are three essential topics: taxes, direct indexing, and concentrated stock diversification strategies.They help a young family balance life insurance with retirement savings, guide a retiree facing a heavy dividend tax bill, and show why smart planning matters at every stage. Along the way, they reveal how taxes can quietly erode wealth, why

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55:45

Smart Retirement Planning Strategies: Roth...

Money Matters by Allworth Financial ·

2025/08/16

On this week’s Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should hear. One caller asks whether it’s better to build a cash bridge or continue Roth IRA contributions ahead of retirement—prompting a thoughtful breakdown of retirement planning strategies around income gaps, Social Security timing, and tax-smart withdrawals. You’ll also hear about the role Roth conversions can play between retirement and age 70, how pensions and

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58:28

Bitcoin Business Pivots, Millionaire Anxiety, New 529...

Money Matters by Allworth Financial ·

2025/08/09

On this week’s Money Matters, Scott and Pat explore one of the summer’s hottest—and most questionable—investment trends: small companies pivoting to crypto. Is this strategy bold innovation or a looming disaster? Later, they take compelling listener calls, including one from a government employee with millions saved who’s still worried about the sequence of returns in retirement. Plus, they unpack indexed universal life insurance (IULs) and other so-called “tax-free” strategies—what’s hype, what’s

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45:59

Estate Planning, Investment Strategies & Retirement...

Money Matters by Allworth Financial ·

2025/08/02

On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the risks of letting politics guide your investments. A fiery caller sparks a raw debate on using options, leading to honest talk on risk, returns, and financial reality. Scott and Pat also cover AI in financial advice, smart tax strategies for business owners, and when a simple trust is all you need. Plus, real listener questions on Social Security timing and estate

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46:47

Millionaires and Roth Conversions, Midlife Money...

Money Matters by Allworth Financial ·

2025/07/26

On this week’s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old millionaire navigating Roth conversions and legacy planning, to a military retiree wondering if he’s behind financially—this episode covers the full spectrum of money challenges. Plus, insights on private investments sneaking into 401(k)s and the financial upside of flying business class. Honest, helpful, and always practical.Join Money Matters: Get your most

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52:41

Values-Based Investing, Retirement Risks, and the $10...

Money Matters by Allworth Financial ·

2025/07/19

On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than following the crowd. They tackle one investor’s dilemma about using Securities-Backed Line of Credit for buying a home at 66, explore the surprising benefits of reverse mortgage purchases, and help a woman from Florida navigate the financial maze of buying property with her fiancé. They also talk to financial expert, Victoria Bogner, who shares a

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52:40

Early Career Savings, Midlife Maximization, and the...

Money Matters by Allworth Financial ·

2025/07/12

On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retirement savings strategies for a family with over a million in combined assets, explore the real winners and losers of the tariff policies, and offer sage advice to a fresh college grad navigating their first full-time salary. From lobbying power plays to Roth IRAs, this episode delivers practical insights for investing in today’s market—at any stage of your

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56:10

Bitcoin at 60? Bold Moves, Roth Rules, and the Wild...

Money Matters by Allworth Financial ·

2025/07/05

On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood five-year Roth IRA rule. They also dive into the explosion of Exchange-Traded Funds (ETFs), the downside of complicated income products, and a heartwarming yet hilarious look into redecorating empty-nest bedrooms. With over three million downloads, we thank our dedicated listeners—especially those who keep us humble and laughing!Join Money Matters: Get

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54:05

Tariffs, Scams & Smart Diversification: How to Stay...

Money Matters by Allworth Financial ·

2025/06/28

On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs and how they influence everything from maple syrup prices to stock market behavior. They also unpack a Wall Street Journal story about U.S. investors getting scammed by sketchy Chinese stocks. Plus, listener Tina returns with a powerful update: how she used Scott and Pat’s advice to offload risky company stock, lower her taxes, and give back in a big

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45:36

Rethinking Retirement, Maximizing Wealth, and...

Money Matters by Allworth Financial ·

2025/06/21

On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You’ll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense

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52:21

Bear Market Blunders, Long-Term Care Decisions, and...

Money Matters by Allworth Financial ·

2025/06/14

On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It’s a well-rounded discussion packed with practical advice

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48:32

Gold Hype, Insurance Myths & Tax-Smart Moves for...

Money Matters by Allworth Financial ·

2025/06/07

On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They break down what gold can and can’t do for your portfolio. Then it’s life insurance: if you’ve got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria

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45:17

Bonds, Private Credit, Volatile Markets, Retirement...

Money Matters by Allworth Financial ·

2025/05/31

On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of private credit—and what it means for your portfolio. They also offer practical advice on weathering market volatility in retirement and share a powerful conversation with a listener who’s rebuilding his financial life after 20 years of incarceration. It’s a compelling mix of market insights, real-life challenges, and practical strategies to help you

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57:49

401(k) Catch-Up Contributions, Inherited IRA Rules,...

Money Matters by Allworth Financial ·

2025/05/24

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories

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46:37

Trustee Mistakes, Real Estate Math, Crypto Moves, and...

Money Matters by Allworth Financial ·

2025/05/17

On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble. They also take live calls from listeners with real money questions - everything from keeping up with 401(k) contributions to making smart real estate moves. As always, Scott and Pat bring their no-nonsense advice to help

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