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 cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his com…
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
On this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A call…
Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
On this week’s Money Matters, Scott and Pat discuss market reaction to debt ceiling talks. Then, a 59-year-old wants to know whether she should invest money in real estate instead of putting it into…
A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
On this week’s Money Matters, Scott and Pat discuss a fad investment that is falling apart right before our eyes. Then they help a man who wants to know whether his child should wait for a Supreme Co…
The fight against inflation, a debt ceiling showdown, and your questions answered.
On this week’s Money Matters, Scott, Pat, and Allworth Financial’s Chief Investment Officer Andy Stout examine whether the Federal Reserve will press pause on interest rate hikes. Then, Scott and Pat…
The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.
On this week’s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he …
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should in…
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
On this week’s Money Matters, Scott and Pat discuss the ramifications of the federal government’s $1 trillion budget deficit. A California woman wants help convincing her husband to sell his dream ho…
Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.
On this week’s Money Matters, Scott and Pat begin the show by discussing the collapse of Silicon Valley Bank in the social media age, before moving on to a conversation about the purpose of diversifi…
When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversio…
The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?
On this week’s Money Matters, Scott, Pat and Allworth Chief Investment Officer Andy Stout discuss the repercussions that banking industry turmoil could have on the broader economy. They also tackle t…
A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
On this week’s Money Matters, Scott and Pat have an in-depth discussion of turmoil in the banking industry with the president and CEO of a regional bank. Then they help a caller who wonders whether h…
SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.
On this special episode of Money Matters, Scott and Allworth Chief Investment Officer Andy Stout put banking industry turmoil into context. Then Scott and Pat help a 60-year-old single woman who wond…
A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
On this week’s Money Matters, Scott and Pat begin the show by discussing the impact of a huge change in consumer behavior. A caller with $5 million in savings is worried she hasn’t saved enough. A 68…
When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
Your company offered you how much stock? On this week’s Money Matters, Scott and Pat explain why that could be risky business for some. Then an Oregon man asks whether he should start withdrawing mon…
The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
On this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Rot…
The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
On this week’s Money Matters, Scott and Pat examine the government’s response to the crisis in the crypto industry. A caller from Chicago asks whether he should invest $75,000 in a CD or in a Treasu…
The future of Social Security, Roth conversions, and managing money during a job change.
On this week’s Money Matters, Scott and Pat discuss the uncertainty over the future of Social Security. A Pennsylvania man with half of his net worth tied up in Berkshire Hathaway stock wants to kno…
The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
On this week’s Money Matters, Scott and Pat examine whether the Fed is now winning its fight against inflation. A South Carolina man asks whether he should sell an investment property and put the pr…
An IRA dilemma, a question about taxes, and why not all recessions are the same.
On this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA. They advise a California caller who wants to know whethe…