
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
| Publishes | Weekly | Episodes | 500 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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
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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.
These guys are financially bincompetent. They might be great business people. But when it comes to details they don’t know anything.
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.
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.
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
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Apple Podcasts | #220 |
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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
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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
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.
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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
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