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
Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale …
A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
On this week’s Money Matters, Scott and Pat discuss the implications of student loan debt relief. Speaking of student loans, a caller who just came into some money wants to know whether she should p…
Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
On this week’s Money Matters, Scott and Pat help a caller decide between a Roth or a Traditional IRA. They then discuss pensions and fad investments, before welcoming special guest, world-renowned be…
Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
On this week’s Money Matters, Scott and Pat explain whether long-term investors should worry about bear and bull markets. A caller wants to know whether it’s appropriate to ask how their advisor man…
Risk tolerance, advice on life insurance, and why tax time should be all the time
On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility. They give honest advice to a caller who thinks his friend should move some money from …
The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around. A Virginia man wants to know whether now is the time to pull the trigger o…
How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
On this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a caller whose mother doesn’t have enough in a money …
A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about …
When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.
On this week’s Money Matters, Scott and Pat spell out what you absolutely need insurance for. Then, they walk a caller through the process of doing a backdoor Roth IRA conversion. You’ll hear the h…
When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.
On this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retire…
Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.
On this week’s Money Matters, Scott and Pat extract the bull from bear markets. Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA. A Georgia man he…
Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.
On this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope. Then Scott and Pat help a high school teacher who …
Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?
On this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions. You’ll hear advice for a man who wants to be more aggressive with his rollover IRA…
Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money
On this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an IRA that’s bleeding money. Are her investments to…
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pen…
The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing
On this week’s Money Matters, Scott and Pat explore the real reasons for inflation with one of the world’s leading authorities on monetary policy and economic history. Then, they deliver a warning f…
A perfect example of financial planning, and a house call to a man who “accidentally retired”
On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security. Then they guide a retiree and single mother who wan…
Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off
On this week’s Money Matters, Scott and Pat discuss Wall Street whiplash and what it means for long term investors. Then they provide advice for a woman concerned about her bond allocation. You’ll h…
Money markets, mortgages, marriage and more!
On this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then they provide guidance for a woman arguing with her h…
Financial security, Roth conversions, and I’ve got stock - what should I do with it?
On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thinking of buying more long-term care insurance. Then…