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
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…
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers
On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for…
Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algo…
Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire
On this week’s Money Matters, Scott and Pat address concerns about the impact of tariffs on the stock market and offer advice on staying calm. Then, Allworth advisor Mark Shone joins the show to disc…
Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing …
Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions
On this week’s Money Matters, Scott and Pat examine the complexities of financial planning during uncertain market conditions. Then, they take calls about direct indexing, explaining the potential be…
A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey
On this week’s Money Matters, Scott and Pat guide a multi-millionaire through the decision of whether a lake house makes sense as an investment. They also help a father navigate the potential overfun…
Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies
On this week’s Money Matters, Scott and Pat break down the latest global market dynamics - tariffs, inflation, and their impact on your investments. Then, they dive into real estate strategies, capit…
SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now
On this SPECIAL EPISODE of Money Matters, Scott sits down with Allworth’s Chief Investment Officer Andy Stout to break down the latest market volatility. They explain what’s driving the turbulence, h…
Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy
On this week’s Money Matters, Scott and Pat discuss recent reports of increased bearish sentiment in the market, reaching levels not seen in over a year. Then, they break down the complexities of lif…
The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.
On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss the impact of tariffs on the economy and guide an in…
Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.
On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisions. Then, they take calls from listeners seeking a…
Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.
On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 p…
401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.
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…
IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.
On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, including a unique case where tax rules complicate a…
Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.
On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets…
2025 stock myths, tax hacks, crash fears, and retirement strategies.
On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding the pitfalls of short-term market predictions. They …
The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.
On this week’s Money Matters, Scott and Pat delve into essential financial discussions to kickstart your new year. They cover a range of topics, including the complexities of investment products and …
The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?
On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have engaging discussions on balancing work-life plans, unde…
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.
On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide ins…