Allworth Financial‘s Money Matters

Dec 07 2024 462 ep. 51 mins 645
Allworth Financial‘s Money Matters Podcast artwork

For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. 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].

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A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.

Dec 07 2024 52 mins  
On this week’s Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking a pension as a lump sum or as monthly income. They provide valuable tips on managing vacant property in disrepair and whether to sell or renovate. They discuss the intricacies of Indexed Universal Life Insurance and why it may not be

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

Nov 30 2024 45 mins  
On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing his bond allocation will protect h

Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

Nov 23 2024 45 mins  
On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle listener questions, including one about ensuring financial stability for a younger spouse and another on optimizing Social Security benefits for long-term security. Later, in a lively discussion with Allworth's Director of Client Exp

Allworth's Money Matters Podcast Trailer

Nov 18 2024 1 mins  
Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over 25 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.

Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

Nov 16 2024 43 mins  
On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla stocks. Then, they engage with callers to address pressing financial concerns, from managing mortgages and retirement planning to making informed decisions about real estate investments. Plus, they discuss the implications of interes

The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

Nov 09 2024 59 mins  
On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on corporate profits and investor sentiment. Then, they tackle listener questions, including a man contemplating selling a cell tower lease and another caller assessing their readiness for retirement. Plus, they discuss the Federal Reserv

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

Nov 02 2024 52 mins  
On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistakes despite her expertise. Finally,

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Oct 26 2024 53 mins  
On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models. In response to listener calls from Florida, Tennessee, and California, Scott an

Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

Oct 19 2024 52 mins  
On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial capital gains and estate simplifica

Money Matters: Navigating financial decisions amidst market uncertainty.

Oct 12 2024 51 mins  
On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans. Additionally, special gues