Explore every episode of the podcast Allworth Financial‘s Money Matters
| Title | Pub. Date | Duration | |
|---|---|---|---|
| The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life. | 22 Feb 2025 | 00:57:10 | |
On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss the impact of tariffs on the economy and guide an investor through what they believe are the four pillars of a fulfilling life. Finally, they help a caller navigate her options for where to live now that her husband is in assisted living. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes. | 15 Feb 2025 | 00:52:36 | |
On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisions. Then, they take calls from listeners seeking advice on optimizing savings and investment plans. Scott and Pat share their expertise on managing large sums of money, such as deciding between annuitizing or taking a lump sum from pension plans. Plus, they discuss the potential pitfalls of certain financial products, like fixed index annuities, while highlighting strategies like direct indexing for more tax-efficient investing. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking. | 14 Dec 2024 | 00:52:07 | |
On this week’s 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 insurance coverage to secure your family's future in unforeseen circumstances. Plus, they cover strategies for buying a new home without first selling your current one, ensuring you're not over-leveraged and prepared for market shifts.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP. | 25 Mar 2023 | 00:52:45 | |
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 he should take his money and run from market volatility. Finally, they explain to an Ohio man why it will be dangerous for him to wait until 70 to take Social Security.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| 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. | 18 Mar 2023 | 01:01:05 | |
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 wonders whether she’s making a mistake by not owning a home. A caller wants to know whether he should open a tax-deferred account to house some of his 2023 income, or just pay the taxes now. Finally, Scott and Pat talk to an expert on decision making about why smart people are making bad financial choices right now.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security | 11 Mar 2023 | 00:52:45 | |
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-year-old Coloradan wants to know if he should take Social Security. And, finally, a call from a veteran who has saved well and wants to change careers gives way to a crypto conversation. | |||
| When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account. | 04 Mar 2023 | 00:52:33 | |
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 money from his thrift savings plan. A caller from Illinois wants to retire alongside his wife but wants to run the numbers by Scott and Pat. Finally, a retiree from New York asks whether he needs to take Social Security right now in case the program’s trust fund runs out of money.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma. | 25 Feb 2023 | 00:52:45 | |
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 Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home. | 18 Feb 2023 | 00:44:41 | |
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 Treasury bill instead. A California man needs help with his wife’s permanent disability benefits. Finally, Scott and Pat make a “house call” to a great saver in Florida who wanted to know back in 2021 whether he should buy a home. Hear if he took our advice.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The future of Social Security, Roth conversions, and managing money during a job change. | 11 Feb 2023 | 00:55:11 | |
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 know whether he should do a Roth conversion. A caller from Michigan asks whether he should start contributing to his company’s Roth 401(k). Finally, Allworth partner advisor Mark Shone joins the show to tackle ways to manage your money if you were to lose your job.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage. | 04 Feb 2023 | 00:52:45 | |
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 proceeds into a 529 plan for his kids. Finally, a caller from Illinois wonders whether he should make an extra payment toward his mortgage.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| An IRA dilemma, a question about taxes, and why not all recessions are the same. | 28 Jan 2023 | 00:51:33 | |
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 whether there’s a tax advantage to designating herself as a contractor versus an employee. Allworth Advisor Jeff DeBoer joins the show to explain why all recessions aren’t the same. Finally, hear why Scott and Pat think a Michigan caller should sell a non-traded REIT.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| How the fundamentals of investing will serve you well in 2023. | 21 Jan 2023 | 00:46:40 | |
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 New Zealand. Should a caller from California move some money into a Roth? Finally, Scott and Pat tackle the nuances of a financial plan with Allworth advisor Brian James.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
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| A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies. | 07 Dec 2024 | 00:52:50 | |
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 best choice for tax savings. Plus, they cover estate planning and step-up in basis, offering listeners comprehensive strategies for efficient wealth management. With insightful discussions on retirement strategies, annuities, and pension plans, Scott and Pat offer practical advice to navigate these significant financial crossroads. Don't miss this informative session as they debunk myths, provide clarity, and guide you towards financially sound decisions.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023. | 14 Jan 2023 | 00:52:45 | |
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 California caller with too much Apple stock needs help mitigating his risk. Plus, financial planning goals to make for 2023, and guidance for a Michigan caller with a pension.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale. | 07 Jan 2023 | 00:52:20 | |
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 umbrella insurance she needs. You’ll hear whether they approve of an annuity a California man is invested in. Finally, help for a Colorado caller who wants to know where he should invest the proceeds from the sale of his home.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Looking back at 2022 and preparing you for 2023 and beyond. | 31 Dec 2022 | 00:25:57 | |
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 answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The most entertaining and informative calls of 2022. | 24 Dec 2022 | 00:52:45 | |
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 rental property into her retirement plan. Plus, they help two callers who wanted to know whether they should pay off their mortgages. Finally, a father and daughter hop on the phone to get some expert advice.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion? | 17 Dec 2022 | 00:52:45 | |
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 caller asks whether he should sell some stock at a loss for tax purposes. A Texas teacher needs help with his 403(b). Finally, words of wisdom for callers with questions about a pension, and Roth conversion.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it? | 10 Dec 2022 | 00:52:41 | |
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 for a Michigan caller who may want to lease some of his land. Plus, the pros and cons of REIT’s, and whether universal life insurance is worth it.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Is the classic 60-40 portfolio model dead? | 03 Dec 2022 | 00:52:45 | |
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 implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds. | |||
| Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning. | 26 Nov 2022 | 00:52:18 | |
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 $250,000 of profit from a home sale. A California man asks whether he should cash out dividends or reinvest them. Finally, a fellow Allworth advisor joins Scott and Pat to help listeners overcome the fear of financial planning.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA. | 19 Nov 2022 | 00:52:36 | |
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 hear advice for a caller who says his company “medically retired” him. Plus, help for a Missouri man who just wound up with an inherited IRA worth $115,000.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Rebalancing your portfolio, questions about Social Security, and where to allocate income. | 12 Nov 2022 | 00:44:13 | |
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 worry about her investments anymore. You’ll hear why an Ohioan with real estate holdings needs more cash. Finally, guidance for two California callers with questions about Security.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| 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. | 30 Nov 2024 | 00:45:03 | |
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 him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to explain a tax strategy she used with a client that many workers don’t know is available.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning. | 05 Nov 2022 | 00:45:20 | |
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 largely tied up in several annuities. A man who can’t find work wants to know whether he should throw in the towel and retire. You’ll hear Scott and Pat discuss the impact that divorce can have on estate planning. Finally, a lesson on whether reinvesting dividends makes sense.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor. | 29 Oct 2022 | 00:56:11 | |
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 more aggressively right now. You’ll hear guidance for an Ohio woman who wants to put a $100,000 inheritance to work. Plus, what to check on before hiring a financial advisor.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage! | 22 Oct 2022 | 00:43:57 | |
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 has already socked away. Finally, Scott and Pat check back in on a woman who called the show asking for help with her severance. Did she take their advice to pay off her mortgage and boost her 401(k) contributions?
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security. | 15 Oct 2022 | 00:52:33 | |
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 when he should take his Social Security disability income during retirement. Plus, is now the time to invest in growth stocks? Scott and Pat guide a caller through that scenario. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio. | 08 Oct 2022 | 00:51:25 | |
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 rental while she builds a new house. They help a Florida man decide whether he needs a financial advisor. A caller from Texas gets a lesson on the importance of having a diversified portfolio. Plus, straight talk on the Fed’s so-called “soft landing”, and why some investments aren’t good as gold.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| 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? | 01 Oct 2022 | 00:51:34 | |
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 hear from a woman who wants to know whether it’s a good move to use some of her 401(k) to pay off her mortgage. Finally, a father puts his college graduate on the phone to get a lesson on investing.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time. | 24 Sep 2022 | 00:48:20 | |
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 home or buy a new one. You’ll hear a real world example of what can happen when people engage in fad investing. Finally, what you should NOT do when markets are down.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| 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. | 17 Sep 2022 | 00:52:30 | |
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 Security as soon as possible. Finally, they revisit a caller who was hot on crypto last year when it was sky high. Scott and Pat advised him to cool down. Find out if he took their advice.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement. | 10 Sep 2022 | 00:52:24 | |
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 related to her real estate holdings. You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility. Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity. | 03 Sep 2022 | 00:52:45 | |
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 of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation. Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners. | 23 Nov 2024 | 00:45:08 | |
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 Experience, Victoria Bogner, they examine the potential impact of political changes on tax policies, interest rates, and Social Security. They also discuss how tariffs and trade disputes impact the economy and highlight the importance of tax planning for high-income earners.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
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| 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. | 27 Aug 2022 | 00:52:15 | |
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 pay off her $146,000 in debt. Hear why Scott and Pat say no. Plus, an in-depth discussion about the pros and cons of target date funds.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist. | 20 Aug 2022 | 00:52:45 | |
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 behavioral psychologist, and UCLA Anderson School of Management professor, Hal Hershfield, who discusses politics, placebos, nature versus nurture financial decision making, the emotional differences between siblings, and the motivation behind various approaches to investing, saving, and money. | |||
| Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter? | 13 Aug 2022 | 00:52:45 | |
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 manages money. Pat and Scott take an in-depth look at Social Security, one of the most talked about financial topics. Finally, honest advice for a Colorado man with a question about life insurance. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Risk tolerance, advice on life insurance, and why tax time should be all the time | 06 Aug 2022 | 00:51:56 | |
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 bonds to cash. A retired member of the military wants to know what kind of universal life insurance policy to buy. A Georgia woman wonders where to transfer her old HSA. And Scott and Pat explain why tax time should be all the time. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no. | 30 Jul 2022 | 00:52:01 | |
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 on buying a second home. We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| How to react to financial news, advice on dividend stocks, and guidance on a pension payout. | 23 Jul 2022 | 00:52:45 | |
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 market for her required minimum distribution. You’ll hear Scott and Pat assist a man who is deciding whether to take out a bridge loan or HELOC. Finally, they help a caller who wonders whether a lump-sum pension payout is the correct course of action. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise. | 16 Jul 2022 | 00:52:45 | |
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 the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction. | 09 Jul 2022 | 00:50:55 | |
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 honest advice Scott and Pat give a retiree who wants to take money from her IRA to pay down her car. Finally, Scott and Pat play a little retirement fact or fiction. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| When a down market is healthy, and why the answer to the most common question about retirement is a complicated one. | 02 Jul 2022 | 00:52:45 | |
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 retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice. Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off his home. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. | |||
| Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor. | 25 Jun 2022 | 00:52:45 | |
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 hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
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| Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks. | 16 Nov 2024 | 00:43:51 | |
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 interest rates, the potential pitfalls of commercial real estate, and the importance of diversification for long-term financial stability.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
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| 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. | 18 Jun 2022 | 01:00:01 | |
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 is unsure where his money should be invested. Finally, a man who sought out investment information from a dozen firms ends up on the phone with Scott and Pat.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable? | 11 Jun 2022 | 00:52:45 | |
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. Finally, guidance for a husband who hopes he can build a home and retire in Florida. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||
| Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money | 04 Jun 2022 | 00:52:45 | |
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 too aggressive? Plus, guidance for a couple who wonders whether they should cash out their life insurance policies. Finally, a roadmap for a younger retiree who wants to do something with $75,000 in cash.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here. | |||