Allworth Financial‘s Money Matters
Latest Episodes
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.
On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide insights into when and how to make these conversions work i
Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.
On this weeks Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases and understanding the intricacies of estate planning. Then, they address the importance of sufficient life
A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.
On this weeks 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 di
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.
On this weeks 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 whe
Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.
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
Allworth's Money Matters Podcast Trailer
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
Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
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 a
The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
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 contemplat
Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
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
Navigating direct indexing, Roth conversions, real estate, and AI concerns.
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 ris
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