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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

41:43

Managing Millions: Helping Your Kids Financially and...

Allworth Financial‘s Money Matters ·

2025/11/15

On this week’s Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 million in Roth, and $1.6 million in a traditional IRA. He doesn’t need more growth, he’s not worried about his own retirement, and now he’s asking: Should we start helping the kids financially now, or wait? The twist? His kids don’t want the money—and he doesn’t want to mess up their independence. It’s a real-world conversation about smart gifting, capital

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56:32

The Magnificent Seven’s Market Risk, Early Retirement...

Allworth Financial‘s Money Matters ·

2025/11/08

On this week’s Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historical perspective matters.Next, they take a call from a 56-year-old tech professional navigating a surprise layoff and considering early retirement. With over $2M in assets and plans to relocate, they walk through whether he can afford to stop working—or

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45:07

Self-Insuring for Long-Term Care, Rebalancing...

Allworth Financial‘s Money Matters ·

2025/11/01

On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it’s better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital

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52:40

AI Boom or Bubble, Estate Planning Trouble, and the...

Allworth Financial‘s Money Matters ·

2025/10/25

On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They revisit the 1999 tech mania to help make sense of today’s AI investing hype—and how to avoid repeating history.They also tackle real-world questions around estate planning, including managing finances for a 97-year-old parent, family trust tensions, and how to avoid costly mistakes. Plus, the truth behind those “safe” 6% return promises—and what they

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52:36

Mastering Your 401(k), IRA, and Retirement Taxes:...

Allworth Financial‘s Money Matters ·

2025/10/18

On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and required minimum distributions to maximizing Roth conversions and managing multimillion-dollar retirement portfolios.You’ll hear stories from callers navigating retirement income, tax-efficient giving, and long-term wealth transfer — including a follow-up from a listener managing $5 million across IRAs and 401(k) accounts while planning for inheritance and

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54:37

Is Your Financial Plan Built to Last? Stress Testing...

Allworth Financial‘s Money Matters ·

2025/10/11

Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who’s rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state employee balancing burnout, real estate, and early retirement goals. Finally, Allworth’s Head of Wealth Planning, Victoria Bogner, joins to explain how

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52:26

Tax Strategy, Life Insurance Mistakes, and Smart...

Allworth Financial‘s Money Matters ·

2025/10/04

On this week’s Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more than ever. You’ll hear from one caller trying to track down the value of old savings certificates from the 1980s, another wrestling with how to allocate investments for better tax efficiency, and a listener who made major changes after Scott and Pat helped him realize the true cost of a Variable Universal Life (VUL) insurance plan. If you’ve ever

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46:32

AI Hype, the 4% Withdrawal Rule, and Real-Life...

Allworth Financial‘s Money Matters ·

2025/09/27

Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with earnings—or if investors should brace for a correction. Then, they tackle the 4% retirement withdrawal rule, explaining its history, its flaws, and how real retirees actually spend. Listener calls bring the conversation to life, with questions on 401(k) rollovers, 403(b) vs. 457 plans, and the latest Social Security changes. Finally, Scott and Pat share candid

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56:32

BONUS EPISODE: Roth Conversions, Financial Advisors...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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,...

Allworth Financial‘s Money Matters ·

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,...

Allworth Financial‘s Money Matters ·

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:...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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...

Allworth Financial‘s Money Matters ·

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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513 results

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