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
- 503
- Years Active
- 2015 - 2025
Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
On this week’s Money Matters, Scott and Pat discuss red-hot inflation and its impact on the real estate market. Then they offer guidance to a young investor with questions about restricted stock uni…
A deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice?
On this week’s Money Matters, Scott and Pat discuss the creative ways people are paying off student debt after they’ve taken vows of poverty. You’ll hear advice for a woman thinking of selling gold …
Fighting inflation, a warning about an inheritance, and the man who blew all his money because he “thought” he was dying
On this week’s Money Matters, Scott and Pat help a father of five who is worried about inflation gobbling up his $100,000. Then they explain why planning your retirement around an inheritance could …
What financial security feels like, and when to access money you don’t need right now
On this week’s Money Matters, what does having financial security feel like? Scott and Pat define the emotion. Then they advise a man who can live off a pension but wants to know whether he should a…
Big swings on Wall Street: a reality check
On this week’s Money Matters, Scott and Pat put wild swings on Wall Street into perspective. Then they help a man sort out tax implications after his mother accidentally deposited money meant for her…
Car prices, high-dividend stocks, and reallocating a risky portfolio.
On this week’s Money Matters, Scott and Pat begin the show by discussing the premium prices being paid for new and used automobiles. They then take a question about the viability of a portfolio const…
The impact of the war in Ukraine, life insurance, and recovering from numerous financial mistakes.
On this week’s Money Matters, Scott and Pat begin the show by discussing the global economic impact of the war in Ukraine. A caller wants to know if there exists a global catastrophe economic trigger…
Conflict in Ukraine: Remain Calm
On this special edition of Money Matters, Scott and Allworth’s Chief Investment Officer Andy Stout explain why the key is calm during conflicts like the one in Ukraine. Then Scott and Pat help a woma…
“An 11 year old told me to invest in crypto.”
On this week’s Money Matters, Scott and Pat talk inflation. Then Scott shares what he said to an 11-year old who told him he needed to invest in cryptocurrency. Plus they reveal the most realistic …
”An 11 year old told me to invest in crypto.”
On this week’s Money Matters, Scott and Pat talk inflation. Then Scott shares what he said to an 11-year old who told him he needed to invest in cryptocurrency. Plus they reveal the most realistic …
A bullseye on target-date funds
On this week’s Money Matters, Scott and Pat explain why “it makes no sense” to have a target date fund outside of a retirement account. Then they help a woman who wants to use biblical principles to…
Stock market volatility, advice on buying rental property, and a lesson in cryptocurrency.
On this week’s Money Matters, Scott and Pat kick off the show by discussing the impact that social media stocks are having on market volatility. A woman about to retire wants to know whether she has …
Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock
On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southe…
Market corrections, low-tax states for retirement, and living wills and trusts.
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income …
The COVID resistant market, savings advice for late bloomers, and required minimum distributions.
On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up…
Family financial conversations, money from an inheritance, and an overview of SEPs.
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants a…
Financial resolutions for the New Year, debt management, and Indexed Universal Life
On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan calle…
This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.
On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to know why the fees on his mutual funds are so high…
Record inflation, building long-term wealth, and converting a term life insurance policy.
On this week’s Money Matters, Scott and Pat advise a 28-year-old California caller earning $120,000 a year and who wants to create some additional revenue streams. A 67-year-old wonders if her invest…
Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.
On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a life insurance windfall. A retiree has $220,000 inv…