Allworth Financial‘s Money Matters

By Allworth Financial

What's Allworth Financial‘s Money Matters about?

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.

4.8

452452 ratings

Download our free app to listen on your phone

Allworth Financial‘s Money Matters episodes:

04.20.2024
A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.
On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who...
04.13.2024
Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.
On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller...
04.06.2024
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he...
03.30.2024
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.
On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes....
03.23.2024
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the...
03.16.2024
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has...
03.09.2024
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and...
03.02.2024
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars....
02.24.2024
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two...
02.17.2024
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know...
02.10.2024
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling...
02.03.2024
The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll...
02.02.2024
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 have answered questions from...
01.27.2024
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage...
01.20.2024
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
On this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her risk tolerance with her husband’s. A Maryland caller wants to know whether she should pay...
01.13.2024
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A...
01.06.2024
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
On this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a...
12.30.2023
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift...
12.23.2023
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An...
12.16.2023
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his...
12.09.2023
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax...
12.02.2023
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
On this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial planning technique. A North Carolina caller asks for guidance on a savings goal....
11.25.2023
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to...
11.18.2023
Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A...
11.11.2023
How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
On this week’s Money Matters, Scott and Pat talk with Allworth Chief Investment Officer Andy Stout about the economic factors driving stock market activity. A caller from Georgia with two houses on 14 acres of land asks whether he should...
11.04.2023
The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional...
10.28.2023
The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment...
10.21.2023
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.
On this week’s Money Matters, Scott and Pat explain how they knew years ago that the crypto craze would turn chaotic. A California man asks whether his mother should roll over her annuity into an IRA. A caller from New...
10.14.2023
Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
War in the Middle East. Turmoil in Congress. On this week’s Money Matters, Scott and Pat explain why the key for investors right now is calm. Then, they help a Colorado woman who is concerned about the future of the...
10.07.2023
Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
On this week’s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks where she should put money left over from her budget. A man who started listening...
09.30.2023
Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
On this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think a California man should continue paying the premiums on his long-term care policy even though...
09.23.2023
A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
On this week’s Money Matters, Scott and Pat start the show by discussing the worries in the commercial real estate market. Then, a woman who plans to sell her apricot orchard wants to know how much money she needs to...
09.16.2023
Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he...
09.09.2023
A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell...
09.02.2023
Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
On this week’s Money Matters, Scott and Pat discuss why so many people who voluntary left the workforce want jobs again. Allworth Chief Investment Officer Andy Stout joins the show to examine whether the Federal Reserve will raise interest rates...
08.26.2023
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift...
08.19.2023
Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.
On this week’s Money Matters, Scott and Pat explain why deadly fires in Maui should compel you to review your insurance policies. A house flipper from Iowa wants to know where to invest $250,000 in proceeds from the sale of...
08.12.2023
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to...
08.05.2023
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
On this week’s Money Matters, Scott and Pat discuss what might be the single most important rule to abide by if you want financial independence. A father asks for guidance on the best strategy to use to pay for his...
07.29.2023
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
On this week’s Money Matters, Scott and Pat discuss the ramifications of the federal government’s $1 trillion budget deficit. A California woman wants help convincing her husband to sell his dream home. A Kentucky caller asks whether he should convert...
07.22.2023
Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
On this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter...
07.15.2023
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private...
07.08.2023
The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
On this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs...
07.01.2023
The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat...
06.24.2023
Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
On this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month...
06.17.2023
Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
On this week’s Money Matters, Scott and Pat explain why chasing short-term gains can lead to long-term problems. A Tennessee father asks whether buying his son a first home is a smart idea. A 31-year-old caller from Washington, D.C. wants...
06.10.2023
The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan. A...
06.03.2023
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
On this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A caller from Hawaii wants to know...
05.27.2023
Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
On this week’s Money Matters, Scott and Pat discuss market reaction to debt ceiling talks. Then, a 59-year-old wants to know whether she should invest money in real estate instead of putting it into her retirement account. You’ll hear Scott...
05.20.2023
A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
On this week’s Money Matters, Scott and Pat discuss a fad investment that is falling apart right before our eyes. Then they help a man who wants to know whether his child should wait for a Supreme Court decision before...

What's Allworth Financial‘s Money Matters about?

Download our free app to listen on your phone

Allworth Financial‘s Money Matters episodes:

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.

Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.

The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.

Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

Allworth's Money Matters Podcast Trailer

A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.

Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.

Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.

A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.