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 changing view of retirement, tax strategies for your portfolio, and the dangers of trying to predict market cycles
On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Paul Irving, Director of the American Society on Aging and the author of "The Upside of Aging: How Long Life Is Changing the Wo…
The election and your finances, investor psychology, and saving for retirement
On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Professor Terrance Odean from the Haas School of Business at UC Berkeley about investor psychology and how to avoid making irra…
Interview with Carol Fishman Cohen of iRelaunch, what the election means for your money, and an interview with HMA’s Laurie Kyro
Interview with Dr. Bill Thomas, a retirement relationship expert, active vs. passive investing, and options for Social Security
Turning skill and passion into income during retirement, the changing view of retirement, and advisor stories with Dave Cox
Best international retirement destinations, unethical financial companies, and proactive planning to save money during retirement
Purposeful retirements, the value of a note on a property, and financial planning during a family emergency
On this week’s Hanson McClain’s Money Matters: Scott and Pat speak with Dr. Rich Feller about leading a purposeful, happy existence in retirement. They then discuss longevity and how it is changing t…
Renowned author Kerry Hannon on how to make work fulfilling again, along with unique 401k distribution strategies
Scott and Pat speak with author and speaker Kerry Hannon about how to make work fulfilling again. They then discuss the proposed changes to Roth IRAs that could hurt investors. Lastly, they interview…
Chris Farrell of Marketplace Money, rising interest rates, and having enough money during retirement
Scott and Pat speak with Chris Farrell, economics editor for Marketplace Money and author of Unretirement: How Baby Boomers are Changing the Way We Think About Work, Community, and the Good Life. Sco…
The changing face of retirement, behavioral finance, and bypass trusts
Scott and Pat talk to Catherine Collinson, President of Transamerica Institute® and Transamerica Center for Retirement Studies® about the radical new face of retirement. Scott and Pat also discuss be…
Discovering your passions in retirement, and the impact of low interest rates on the stock market
Scott and Pat talk to Nancy Collamer, a specialist in helping people discover their career passions in retirement or semi-retirement. Scott and Pat also discuss the impact of low interest rates on th…
Contributing to an IRA in retirement, preparing investments for retirement, and state employee service credit
Scott and Pat take a question from a widow looking to both retire and still contribute to her IRA. Next, we take a question from a teacher looking for last minute investment guidance ahead of retirem…
Labor productivity and your retirement, finding purpose later in life, and ways to turn around a struggling business
Scott and Pat talk about what the recent changes to labor productivity mean for your retirement. They follow that up with an interview with retirement coach Larry Jacobson, author of Top 5 Retirement…
Dangerous new investment scams, tax tips, and ways to save extra money for retirement
Scott and Pat talk about new investment scams that are wreaking havoc on savers. They follow that up with a discussion on tax planning with Kristina Mapes, CPA, a partner at Van Erp, Petersen, & Babc…
Dangerous investments, emotionally preparing for retirement, using money to accomplish your dreams, and how to fund a grandchild’s education
Scott and Pat talk about dangerous products that brokers try to pitch investors. They follow that up with a discussion about emotionally preparing for retirement with Dr. Rick Steiner. Then, they tal…
The dangers of a rising stock market, tips on estate planning, and how RMDs affect taxes
Scott and Pat talk about the drawbacks of a bull market. They follow that up with a discussion on estate planning with John Palley, a professional estate planner from Meissner, Joseph & Palley. Lastl…
Underfunded pension plans, life after retirement, and effective charitable giving
Scott and Pat talk about underfunded pension plans. They then discuss life after retirement with Dr. Jacquelyn James from the Center on Aging and Work at Boston College. Lastly, Pat and Scott talk to…
Investing funds from the sale of a business, company pensions and Social Security
Scott and Pat talk with a caller about where to invest funds from the sale of a business. They then field a question from someone who wants to know if they can withdraw from both their pension and So…
The impact of Brexit, and perspective on negative interest rates
On this week’s Hanson McClain’s Money Matters: Scott and Pat revisit the impact (or lack thereof) that Brexit has had on the economy. Next, they discuss negative interest rates. They then address und…
Paying for healthcare, the fiduciary standard, and paying off debt
Scott and Pat talk with a caller about whether or not he has enough assets to pay for his spouse’s healthcare. Then they field a question from someone who wants to know about the new laws regarding f…