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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.

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All Episodes

57:10

The impact of politics and taxes on your IRA and...

Allworth Financial‘s Money Matters ·

2025/02/22

On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss the impact of tariffs on the economy and guide an investor through what they believe are the four pillars of a fulfilling life. Finally, they help a caller navigate her options for where to live now that her husband is in assisted living.Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat

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52:36

Tax-efficient investing, smart pension decisions,...

Allworth Financial‘s Money Matters ·

2025/02/15

On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisions. Then, they take calls from listeners seeking advice on optimizing savings and investment plans. Scott and Pat share their expertise on managing large sums of money, such as deciding between annuitizing or taking a lump sum from pension plans. Plus, they discuss the potential pitfalls of certain financial products, like fixed index annuities, while

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55:55

Tariffs and investing, 401(k) & 457 plans, smart...

Allworth Financial‘s Money Matters ·

2025/02/08

On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth.Join Money Matters: Get your

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58:27

401(k) catch-up contributions, inherited IRAs,...

Allworth Financial‘s Money Matters ·

2025/02/01

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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52:38

IRS rules that complicate generosity, how to extend...

Allworth Financial‘s Money Matters ·

2025/01/25

On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a generous gesture from an 11-year-old wishing to donate her livestock show earnings to a community cause. They also delve into the benefits of waiting until age 70 to claim Social Security and explore the impact of legislative risks on retirement planning. Finally, they help a small business owner

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01:00:40

Maximizing retirement income, exploring Roth...

Allworth Financial‘s Money Matters ·

2025/01/18

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in conversations regarding the complexities of financial products such as annuities and variable contracts. Finally, Allworth's Director of Client Experience, Victoria Bogner, shares a case illustrating the importance of understanding financial agreements,

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52:27

2025 stock myths, tax hacks, crash fears, and...

Allworth Financial‘s Money Matters ·

2025/01/11

On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding the pitfalls of short-term market predictions. They also answer listener questions about Social Security timing, managing multiple investment accounts, and navigating annuities. Plus, they delve into the emotional side of investing and share insights on effective financial planning for complex situations, including second marriages.Join Money Matters:

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46:53

The growing complexity of investing, Roth conversion...

Allworth Financial‘s Money Matters ·

2025/01/04

On this week’s Money Matters, Scott and Pat delve into essential financial discussions to kickstart your new year. They cover a range of topics, including the complexities of investment products and how technology has reshaped tax efficiency. They also look into the workings of cash sweep programs and the importance of financial transparency. Plus, they speak with listeners seeking advice on managing considerable retirement funds and balancing tax strategies effectively. Whether you're considering

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51:08

The four pillars of retirement, an examination of the...

Allworth Financial‘s Money Matters ·

2024/12/28

On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have engaging discussions on balancing work-life plans, understanding the importance of financial education, and maximizing your savings. Discover the four pillars of Allworth's Art of Retirement and see how it can shape your journey towards a fulfilling and worry-free retirement.Join Money Matters: Get your most pressing financial questions answered by

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58:57

Roth conversions, tariff talk, diversification...

Allworth Financial‘s Money Matters ·

2024/12/21

On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide insights into when and how to make these conversions work in your favor.They also answer listener questions about portfolio diversification in light of market uncertainties and potential tariff implications from political changes, providing practical advice on securing your financial future amid varying

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52:07

Family dynamics, inheritance, life insurance needs,...

Allworth Financial‘s Money Matters ·

2024/12/14

On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases and understanding the intricacies of estate planning. Then, they address the importance of sufficient life insurance coverage to secure your family's future in unforeseen circumstances. Plus, they cover strategies for buying a new home without first selling your current one, ensuring you're not over-leveraged and prepared for market shifts.Join Money

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52:50

A complex pension question, confusing life insurance...

Allworth Financial‘s Money Matters ·

2024/12/07

On this week’s Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking a pension as a lump sum or as monthly income. They provide valuable tips on managing vacant property in disrepair and whether to sell or renovate. They discuss the intricacies of Indexed Universal Life Insurance and why it may not be the best choice for tax savings. Plus, they cover estate planning and step-up in basis, offering listeners comprehensive

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45:03

The risk of overlooking beneficiaries, a question...

Allworth Financial‘s Money Matters ·

2024/11/30

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 his bond allocation will protect him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to

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45:08

Nuances of HSAs, managing pensions and Social...

Allworth Financial‘s Money Matters ·

2024/11/23

On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle listener questions, including one about ensuring financial stability for a younger spouse and another on optimizing Social Security benefits for long-term security. Later, in a lively discussion with Allworth's Director of Client Experience, Victoria Bogner, they examine the potential impact of political changes on tax policies, interest rates, and

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43:51

Exploring speculative investments, key financial...

Allworth Financial‘s Money Matters ·

2024/11/16

On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla stocks. Then, they engage with callers to address pressing financial concerns, from managing mortgages and retirement planning to making informed decisions about real estate investments. Plus, they discuss the implications of interest rates, the potential pitfalls of commercial real estate, and the importance of diversification for long-term financial

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59:56

The election and the stock market, investment...

Allworth Financial‘s Money Matters ·

2024/11/09

On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on corporate profits and investor sentiment. Then, they tackle listener questions, including a man contemplating selling a cell tower lease and another caller assessing their readiness for retirement. Plus, they discuss the Federal Reserve's recent interest rate cut and its implications for the broader economy. Finally, enjoy a lighter moment as Scott

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52:39

Managing financial decisions in uncertain times,...

Allworth Financial‘s Money Matters ·

2024/11/02

On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistakes despite her expertise. Finally, Scott and Pat guide callers facing unique financial dilemmas. From decisions about selling a home to addressing fears

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53:27

Navigating direct indexing, Roth conversions, real...

Allworth Financial‘s Money Matters ·

2024/10/26

On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models.In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of

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52:19

Money Matters: Tax efficient investing strategies and...

Allworth Financial‘s Money Matters ·

2024/10/19

On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial capital gains and estate simplification.Listeners will gain valuable insights into the benefits of donor-advised funds for tax-efficient charitable giving

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51:44

Money Matters: Navigating financial decisions amidst...

Allworth Financial‘s Money Matters ·

2024/10/12

On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans.Additionally, special guest Apollo Lupescu from Dimensional Fund Advisors joins the discussion, providing a comprehensive analysis of how

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513 results

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