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.

Is the classic 60-40 portfolio model dead?

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.

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On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early.
 
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 crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, Scott and Pat take a deep dive into Cathie Wood’s ARK funds, tackle a caller’s question about annuities, and provide peace of mind for a grandson about to inherit a large chunk of change.
 
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.

Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. Finally, Scott and Pat discuss the connection between volatile leaders and company stock prices.
 
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 condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

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 received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the show to explain how he  helps clients when panic sets in. Finally, a Colorado man asks Scott and Pat whether they are worried about current price-to-earnings ratios.  
 
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 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 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 with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado man asks for guidance on how to handle a six-figure inheritance. Finally, Scott and Pat reveal how you can spot a financial advisor who doesn’t act as a fiduciary 100% of 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. 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 investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.

Is the classic 60-40 portfolio model dead?

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