Allworth Financial‘s Money Matters
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? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates.
Join the conversation, ask Scott and Pat your financial questions, by sending an email to [email protected].
- Update frequency
- every 7 days
- Average duration
- 51 minutes
- Episodes
- 502
- Years Active
- 2015 - 2025
Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind
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 an…
Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth
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 i…
Taxes, Direct Indexing, and Concentrated Stock Diversification Strategies for Smarter Wealth Planning
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 ind…
Smart Retirement Planning Strategies: Roth Conversions, Social Security Timing, and Income Gaps Explained
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 bri…
Bitcoin Business Pivots, Millionaire Anxiety, New 529 Rules, and Insurance Pitfalls
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 loom…
Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered
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 ca…
Millionaires and Roth Conversions, Midlife Money Moves, and Private 401(k) Investments
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 …
Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy
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 dilemm…
Early Career Savings, Midlife Maximization, and the Impact of Tariffs
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 i…
Bitcoin at 60? Bold Moves, Roth Rules, and the Wild World of ETFs
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 exp…
Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp
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 p…
Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes
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…
Bear Market Blunders, Long-Term Care Decisions, and How AI Could Reshape Your Financial Future
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 pla…
Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement
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. …
Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story
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 portfoli…
401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips
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…
Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving
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 ho…
April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose
On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors…
Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Devenny, Head of Private Wealth Strategies at Allworth,…
A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreeme…