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
Is your financial advisor a full-time fiduciary?
On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and potentially hid his conflicts of interest. They also …
Become and remain financially independent
On this week’s Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent.
Scott and Pat advise a woman, with $400,000 in taxable accounts, who is consider…
Financial New Year’s Resolutions
On this week’s Money Matters, Scott and Pat provide examples of how you can improve your finances in 2020.
Scott and Pat advise a Bay Area woman considering her Social Security options as a non-worki…
When should you consider a Roth conversion?
On this week’s Money Matters, Scott and Pat discuss why $1.8 billion may disappear in a private placement investment.
Scott and Pat advise a caller with $360,000 in his IRAs who’s considering a Roth …
End-of-year tax planning
On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax planning strategies for the end of the year.
Scott an…
Put your power of attorney and advance healthcare directives in place.
On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options with a Thrift Savings Plan in a podcast exclusive seg…
If you are a high earner, take Social Security ASAP.
On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. In a podcast exclusive segment, they discuss how yo…
Where do bonds fit in your savings?
On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment.
Pat and David advise a California woman who gained $1…
The broken promises of indexed annuities.
On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss the mechanics of indexed annuities, and why the broken promises of one insurance company led to a significant l…
Prepare your retirement savings for the next downturn.
On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can create a disciplined investment strategy.
Scott and Pat advise a Denver man trying to save more and pay down a $450,000 mort…
Who gets caught in modern Ponzi schemes?
On this week’s Allworth’s Money Matters, Scott and Pat discuss how a $1.3 billion Ponzi scheme ensnared many retail investors.
Scott and Pat advise a Georgia woman trying to lower taxes on her $900,0…
The We Company’s flopped IPO
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s IPO failure, and why huge investments aren’t always intelligent ones.
Scott and Pat advise a California man who purchas…
Can you really afford your car?
On this week’s Allworth’s Money Matters, Scott and Pat discuss the rising length of auto loans, and what it means for you.
Scott and Pat speak with a caller concerned about meeting her Required Minim…
Want a lower mortgage rate? Just ask.
On this week’s Allworth’s Money Matters, Scott and Pat discuss how you can potentially save on your current mortgage, and General Electric’s pension woes.
Scott and Pat advise a caller with a $1.5 …
Is Facebook a monopoly?
On this week’s Allworth’s Money Matters, Scott and Pat discuss the potential break-up of big technology companies, including Facebook, Google, and Amazon.
Scott and Pat speak with a caller looking to…
A financial model can say whatever you want
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s troubled IPO, and why good stories don’t always make good investments.
Scott and Pat advise a man who may be gifting mo…
A disturbing investment trend
On this week’s Allworth’s Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity.
Scott and Pat talk about the potential issues of early retireme…
A $700,000 yearly income and no retirement savings.
On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement.
Scott and Pat take a question about …
Bernie Sanders meets Scott
On this week’s Allworth’s Money Matters, Scott and Pat discuss why tax planning in your fifties can save you money down the road. Scott also tells the story of his chance encounter with Bernie Sander…
What do negative interest rates mean for you?
On this week’s Allworth’s Money Matters, Scott and Pat discuss why trillions of dollars are invested in negative interest debt.
Scott and Pat advise a caller who may be gifted a $525,000 home. A man …