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Artwork for Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Allworth Financial
Retirement Planning
Investment Strategies
Stock Market
Social Security
Tax Strategies
Roth IRA
401k
Annuities
Financial Security
Financial Planning
IRA
Investment Management
Behavioral Finance
Reverse Mortgages
Retirement
Roth Conversions
Life Insurance
Millennials
Donor-Advised Funds
Capital Gains Tax

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 you if you have 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 with you e... more

PublishesWeeklyEpisodes500Founded11 years ago
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Artwork for Allworth Financial‘s Money Matters

Latest Episodes

In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, donor-advised funds, and bond funds. They break down when and how to use each of them—especially befor... more

On this week’s Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differences between IRAs and 401(k)s, asset protection considerations, and how annuities can fit into a broader financi... more

In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth’s Head of Private Wealth Strategies, about smart planning before selling a business—covering tax-saving strategies, timing, emotional readiness, and more. Then,... more

In this value-packed episode of Allworth’s Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today’s markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentr... more

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Recent Guests

Victoria Bogner
Head of wealth planning at Allworth Financial
Allworth Financial
Episode: Tax-Efficient Investing, Retirement Choices, and Market Shifts
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.
Laurie Ingwersen
Certified financial planner in Boston
Allworth Financial
Episode: Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
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.
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 959 ratings
  • 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 States2 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 States3 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 States5 months ago
  • Trustworthy Information

    These guys are great. They care and don’t sell anything!

    Apple Podcasts
    5
    JP Perez24
    United States6 months ago
  • Best Personal Finance Podcast

    Scott and Pat give callers practical financial advice while also entertaining podcast listeners with some added humor. Unfortunately, recently there is a lot of repeated content. The podcast is replaying old clips of call in questions as if they are new. A bit disappointing.

    Apple Podcasts
    3
    PMQ30
    United States6 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.

Financial Planning Strategies for Freedom, Flexibility, and Smarter Investing
Q: Can I move my annuity and how should I manage it?
You should consider annuitizing it or exploring options to manage it to minimize tax implications.
Financial Planning Strategies for Freedom, Flexibility, and Smarter Investing
Q: What should I do with my 401k now that I've got a new job?
You should roll the 401k into an IRA or possibly into your new 401k, depending on the options available.
Selling Smart, Building Wealth: Business Exit Strategy, Tax Moves & Real-Life Financial Wins
Q: What can business owners do to prepare for the sale before they are ready?
They should start preparing the business for sale, consider tax strategies like trusts for estate planning, and get a valuation done to understand what their business is currently worth.
Selling Smart, Building Wealth: Business Exit Strategy, Tax Moves & Real-Life Financial Wins
Q: What kind of planning techniques should business owners consider before selling their business?
Business owners should start considering succession planning early, ideally more than five years before they plan to sell. It's crucial to think about tax implications and wealth management strategies to maximize their proceeds from the sale.
Managing Millions: Helping Your Kids Financially and Using Charitable Trusts to Boost Retirement
Q: What are the implications of giving financial help to adult children?
It's essential to consider how giving might affect their independence and financial responsibility. The best approach may be to gift small amounts or provide indirect support like covering expenses, while encouraging self-sufficiency.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Allworth Financial‘s Money Matters

What is Allworth Financial‘s Money Matters 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

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How many listeners does Allworth Financial‘s Money Matters get?

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Which podcasts are similar to Allworth Financial‘s Money Matters?

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

1. Your Money, Your Wealth
2. The Retirement and IRA Show
3. Big Picture Retirement®
4. Retirement Answer Man
5. Ready For Retirement

How many episodes of Allworth Financial‘s Money Matters are there?

Allworth Financial‘s Money Matters 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 Allworth Financial‘s Money Matters?

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What guests have appeared on Allworth Financial‘s Money Matters?

Recent guests on Allworth Financial‘s Money Matters include:

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

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.

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