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
The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.
On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian with three rentals, a $1.2 million portfolio, and a…
Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.
On this week’s Money Matters, Scott and Pat advise a teacher from New York who wants to start a business. A caller who received a $300,000 inheritance wants to know where to invest and how to make su…
Rising home prices, the impact of inflation, and long-term care insurance.
On this week’s Money Matters, Scott and Pat advise a caller who has lived in Yosemite for 30 years, saved well, but can’t quite afford a long-term care insurance policy. A caller who has saved $500,0…
The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.
On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wants advice on the sequencing of the drawdown of her…
Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.
On this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California man with $3.5 million saved wants to know about dela…
Low interest rates, Tesla at $1 trillion, and a Trump SPAC
On this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment.
Scott and Pat advise a caller with $1.2 million in retirement savi…
Questions for a global minimum tax
On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax.
Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during ret…
The shadow inflation problem
On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates.
Scott and Pat advise a new father making $300,000 a year about saving for h…
The cheap debt conundrum
On this week’s Money Matters, Scott and Pat explain how low interest rates impact equities, the housing market, and the strange investment trends of 2021.
Scott and Pat advise a father in Kansas City…
Expect rising insurance costs
On this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise.
Scott and Pat advise a New Jersey woman about handling $100,000 in a union retirement savi…
Gold versus inflation
On this week’s Money Matters, Scott and Pat break down the myth linking gold prices with high inflation.
Scott and Pat advise a caller from New Zealand about transferring $34,000 from her home countr…
Tax increases and your changing financial plans
On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.
Scott and Pat advise a retired Army officer abo…
A new home with no proof of income.
On this week’s Money Matters, Scott and Pat discuss their concerns about higher home prices and why young savers should utilize Roth 401(k)s.
Scott and Pat advise a father about the best way to save …
There’s no such thing as a “Free Lunch.”
On this week’s Money Matters, Scott and Pat invite Allworth Financial’s Chief Investment Officer Andy Stout on the show to discuss the markets, inflation, unemployment, and how the Federal Reserve’s …
Annuities inside 401(k)s
On this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan.
Scott and Pat advise a San…
Planning for future tax changes.
On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situati…
Rolling a truck through a loophole.
On this week’s Money Matters, Scott and Pat discuss the reasons why Special Purpose Acquisition Companies can be ripe for fraud, and why one electric vehicle maker is now charged with defrauding inve…
A half-trillion-dollar wipeout
On this week’s Money Matters, Scott and Pat discuss China’s crackdown on technology and education companies and how that hurts American investors.
Scott and Pat advise a caller inheriting $600,000 w…
Buy, borrow, die
On this week’s Money Matters, Scott and Pat discuss how company founders borrow against their stock to live tax-free, why some ordinary investors attempt something similar, and the reason these strat…
The 2% plummet
On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.
Scott and Pat advise a man on how to handle 401(k)s w…