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
How the fundamentals of investing will serve you well in 2023.
On this week’s Money Matters, Scott and Pat explain how the basics of investing hold true regardless of what the markets do. A Colorado woman wants to know whether it makes sense to buy a place in N…
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
On this week’s Money Matters, Scott and Pat discuss how wrong the “experts” are when predicting stock market performance. A Tennessee woman wants to know whether she should pay off her mortgage. A C…
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
On this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then they help a Louisiana woman decide how much umbrell…
Looking back at 2022 and preparing you for 2023 and beyond.
On this week’s Money Matters, Scott and Pat review the wild year that investors endured and help prepare you for what’s to come.
Join Money Matters: Get your most pressing financial questions an…
The most entertaining and informative calls of 2022.
On this special edition of Money Matters, Scott and Pat revisit some of the most entertaining calls of 2022, starting with a Seattle woman who called on her birthday and wanted to know how to fold re…
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
On this week’s Money Matters, Scott and Pat discuss the fallout from the collapse of FTX. Then they are joined by Allworth’s Chief Investment Officer, to gauge the risk of a recession. A 34-year-old…
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
On this week’s Money Matters, Scott and Pat discuss the difficulties that come with investing. A Florida man asks whether he has enough cash flow to purchase a $1 million home. You’ll hear advice fo…
Is the classic 60-40 portfolio model dead?
On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implicat…
Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
On this week’s Money Matters, Scott and Pat explain why they sometimes advise callers to spend down their savings. You’ll hear them help a New York man who wants to know what he should do with $250,0…
The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
On this week’s Money Matters, Scott and Pat explain why the current crypto crisis was bound to happen. A Texas man with a pension wants to know whether he should retire at the end of the year. You’ll…
Rebalancing your portfolio, questions about Social Security, and where to allocate income.
On this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Arizona woman who wants to know whether she should wo…
The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
On this week’s Money Matters, Scott and Pat explain the best way to steer yourself through market volatility, while still leaving room for growth. They help a Washington woman whose inheritance is la…
Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
On this week’s Money Matters, Scott and Pat explain why a specific group of people should consider retiring before the end of the year. A caller from Georgia wants to know whether he should invest m…
The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
On this week’s Money Matters, Scott and Pat explain why you must resist the urge to jump out of the stock market right now. Plus, they help a 21-year old decide where to allocate nearly $50,000 he ha…
Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
On this week’s Money Matters, Scott and Pat discuss how the long-term investor should handle the financial pain so many are feeling. A caller with more than $2 million in net worth wants to know whe…
The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
On this week’s Money Matters, Scott and Pat discuss when the housing market might finally cool off. A caller from Mississippi wants to know whether she should stay in her current home or live in a re…
The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?
On this week’s Money Matters, Scott and Pat explain why failing to plan for market drops is planning to fail. They help a caller decide how much of an RMD to take while the indexes are down. You’ll…
Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
On this week’s Money Matters, Scott and Pat help a caller who wants to minimize her risk without pulling money from the stock market. A California man wants to know whether he should remodel his hom…
The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.
On this week’s Money Matters, Scott and Pat discuss the potential impact the recent poor inflation report could have on investors. You’ll hear why they say an Arkansas man should take his Social Secu…
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension. A 61-year-old from Seattle spends her birthday asking about tax implications…