Rephonic
Artwork for Money Matters by Allworth Financial

Money Matters by Allworth Financial

Allworth Financial
Retirement Planning
Investment Strategies
Social Security
Roth IRA
Stock Market
Financial Planning
Tax Strategies
Annuities
Financial Security
Investment Management
Behavioral Finance
Retirement
Roth Conversions
Reverse Mortgages
Millennials
Donor-Advised Funds
Capital Gains Tax
Trusts
Defined Contribution Plan
Bitcoin

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for high-net-worth investors with questions like:

-Should I do Roth conversions?-Are there tax strategies I should be using?-Do I have the proper estate plan?-Is my portfolio allocation diverse enough?-Will I retire on time?Take Money Matters ... more

PublishesWeeklyEpisodes500Founded11 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Money Matters by Allworth Financial

Latest Episodes

In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and how taxes, IRMAA Medicare surcharges, and market volatility can change retirement outcomes. They discuss stra... more

In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contributions work. If you’re over 50 and earning a solid income, this could seriously affect your retiremen... more

In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Roth conversions and tax strategy, and another navigating retirement planning with a $1.4 million portfol... more

In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when to start taking money from retirement accounts. One caller is trying to figure out how to simplify th... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Your Money, Your Wealth
Your Money, Your WealthJoe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
The Retirement and IRA Show
The Retirement and IRA ShowJim Saulnier, CFP® & Chris Stein, CFP®
Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Retirement Starts Today
Retirement Starts TodayBenjamin Brandt CFP®, RICP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®

Recent Guests

Mark Schoen
Certified Financial Planner
Allworth Financial
Episode: Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving
Simone Devenny
An attorney focusing on advanced tax strategies and planning for high-net-worth clients.
Allworth Financial
Episode: Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
Vicki Bogner
Head of Wealth Planning at Allworth Financial
Allworth Financial
Episode: Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
Suzanne Conrad
Director of Tax Solutions
Allworth Financial
Episode: Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy
Simone Daveny
Tax and estate attorney with 25 years of experience in holistic financial planning.
Episode: A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.
Victoria Bogner
Director of Client Experience and financial analyst
Allworth Financial
Episode: Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.
Apollo Lupescu
Vice President at Dimensional Fund Advisors, known as the 'secretary of explain and stuff'
Dimensional Fund Advisors
Episode: Money Matters: Navigating financial decisions amidst market uncertainty.
Laurie Ingwersen
Advisor and Certified Financial Planner
Allworth Financial
Episode: 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.
Blake Davelaar
Certified Financial Planner
Allworth Financial
Episode: Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

Hosts

Scott Hanson
Co-host and financial advisor known for providing practical financial advice and insights, engaging listeners through lively discussions and real-life scenarios.
Pat McClain
Co-host and financial advisor sharing approachable insights on personal finance, noted for blending humor with practical advice.

Reviews

4.7 out of 5 stars from 973 ratings
  • Don’t waste your time.

    Sadly, this podcast has gone downhill. It’s nothing but repeats. The banter between Scott and Pat is new and fresh, but the calls are repeats. Very disappointing.

    Apple Podcasts
    1
    PMQ30
    United States25 days ago
  • This is a bad show

    These guys are financially bincompetent. They might be great business people. But when it comes to details they don’t know anything.

    Apple Podcasts
    1
    VIJR36
    United Statesa month ago
  • Great show

    I have been listening to these two banter since they first started their radio show in Sacramento. I look forward to Saturday mornings just to hear what they have to say. Very entertaining and educational.

    Apple Podcasts
    5
    Charleyinwinters
    United States4 months ago
  • 4% rule

    How can you trust a financial advisor that has no idea how the classic 4% rule works. They claim you take 4% of your existing investment balance every year vs 4% of your initial balance then adjust up for inflation. Too much MAGA - not enough cogent investment advice.

    Apple Podcasts
    1
    Riel Deal
    United States5 months ago
  • Entertaining and educational

    These guys are funny, approachable, kind and real. Love listening to their stories and banter. The real life conversations with people about their finances and goals has been enlightening. They occasionally have other financial guests come on to describe special situations or financial vehicles. I find those to be extremely informative. Thanks guys for making finances interesting to someone who had an active disinterest in it. Mainly because I did not have enough $ to invest for most of my... more

    Apple Podcasts
    5
    Jill-hey
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many praise the practical advice given to real-life financial situations, emphasizing the hosts' ability to make complex topics more digestible.
However, some express frustration over recurring content and a perceived shift towards too much personal opinion.
A portion of the audience feels the podcast occasionally strays into political discussions, which some find off-putting.
Listeners appreciate the engaging and approachable nature of the hosts, often highlighting the balance between entertainment and education.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
Q: Is it better to take from the Roth IRA or traditional for supplemental retirement income?
As a general rule, using the traditional IRA is preferable as it often results in lower taxes in retirement.
Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
Q: Should I do Roth conversions?
Yes, for most individuals with high income, they should consider Roth conversions, especially if they can manage tax implications.
$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families
Q: Should I invest in QLACs?
Given your financial position, you likely don't need to buy a QLAC, as you have sufficient assets to support yourself without additional risk management measures like this.
$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families
Q: What should my 87-year-old mom do with her assets?
She should consider reaching out to Social Security to see if she's entitled to increased benefits due to recent legislative changes and should focus on conservative investment strategies to ensure her nest egg lasts her lifetime.
Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
Q: Should I lower my contribution to my 401K and open up a Roth IRA?
It's best to maximize contributions to both your 401K and Roth IRA, but doing a financial plan can help clarify your options.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Money Matters by Allworth Financial

What is Money Matters by Allworth Financial about and what kind of topics does it cover?

Engaging listeners in financial discussions, two hosts tackle a broad array of topics relevant to personal finance, from investing strategies to retirement planning. They frequently address listener questions, providing practical insights and advice about wealth management, tax strategies, estate planning, and navigating volatile markets. Unique to this format is the blend of humor and honesty brought to complex financial subjects, making it approachable for those who may find finance daunting. The interactions often highlight real-life scenarios, which aids in comprehending abstract financial concepts. Overall, it serves as an invaluable resource for individuals seeking guidance on their financial journeys, offering both education and ente... more

Where can I find podcast stats for Money Matters by Allworth Financial?

Rephonic provides a wide range of podcast stats for Money Matters by Allworth Financial. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Money Matters by Allworth Financial and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Money Matters by Allworth Financial get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Money Matters by Allworth Financial, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Money Matters by Allworth Financial?

Rephonic provides comprehensive predictive audience data for Money Matters by Allworth Financial, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Money Matters by Allworth Financial have?

To see how many followers or subscribers Money Matters by Allworth Financial has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Money Matters by Allworth Financial?

These podcasts share a similar audience with Money Matters by Allworth Financial:

1. Your Money, Your Wealth
2. The Retirement and IRA Show
3. Stay Wealthy Retirement Podcast
4. Retirement Starts Today
5. Retirement Answer Man

How many episodes of Money Matters by Allworth Financial are there?

Money Matters by Allworth Financial launched 11 years ago and published 500 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Matters by Allworth Financial?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Money Matters by Allworth Financial?

Rephonic pulls ratings and reviews for Money Matters by Allworth Financial from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Money Matters by Allworth Financial?

Rephonic provides full transcripts for episodes of Money Matters by Allworth Financial. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Money Matters by Allworth Financial?

Recent guests on Money Matters by Allworth Financial include:

1. Mark Schoen
2. Simone Devenny
3. Vicki Bogner
4. Suzanne Conrad
5. Simone Daveny
6. Victoria Bogner
7. Apollo Lupescu
8. Laurie Ingwersen

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days