Money Matters by Allworth Financial
Allworth FinancialFor 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 | |||
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Latest Episodes
What does it take to manage a multi-million dollar portfolio once you’ve stopped adding to it? In this episode of Money Matters, Scott and Pat dive into the complexities of high-net-worth retirement, focusing on the critical shift from "saving" to "s... more
How do you turn a "jackpot moment" into a lasting family legacy? In this episode of Allworth’s Money Matters, Scott is joined by partner advisor Richard Del Monte (while Pat is on vacation) to tackle the complexities of wealth transitions and family ... more
While Pat is on vacation, Scott and partner advisor Richard Del Monte break down two high-stakes financial scenarios that highlight the difference between "good on paper" and "good in practice."
Through two detailed caller case studies, they explore... more
In this episode of Money Matters, Scott and Pat dive into a $5M client case study on the hidden dangers of stock concentration and explain why a $1.5M Roth conversion might be your smartest tax move. They also tackle direct indexing and welcome Allwo... more
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- Must Listen
It’s a great show all around. Every episode they get off on tangents about their lives, non-financial topics, etc. and they’ll usually apologize, but that’s what makes the show great. It’s great financial advice, education, mixed in with humor and normal people. Somehow they’ve pulled off making a finance podcast interesting and worth listening to. One that you’ll get legit value out of, and is able to pull you in to tune in every week.
Apple Podcasts5Kreet17
United States4 months ago - Money Matters by Allworth Financial
Excellent podcast. Entertainimg, informative. Retirement planning and personal finance advice. I do not understand the 1 and 2 star ratings. Cannot imagine what those listeners found that is better than Scott and Pat.
Apple Podcasts5Las Vegas TraderUnited States5 months ago - 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 Podcasts1PMQ30United States6 months 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 Podcasts1VIJR36United States6 months 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 Podcasts5CharleyinwintersUnited States10 months ago
Listeners Say
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Apple Podcasts | #79 | United States/Business/Investing |
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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?
A practical, listener-driven show that helps high-net-worth individuals optimize retirement, taxes, and estate planning through live call-ins and expert guests. Across episodes, the hosts blend actionable planning steps—such as Roth conversions, direct indexing, and trust-based wealth transfer—with real-world scenarios, market context, and a personable banter style. Noteworthy is the emphasis on formal financial planning as a prerequisite for costly mistakes, plus a steady stream of private-wealth perspectives from guests and in-house advisors. The format tends to balance education with entertaining host dialogue, making complex tax, estate, and investment topics accessible for sophisticated portfolios while remaining applicable to a broad ... more
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How many listeners does Money Matters by Allworth Financial get?
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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. Big Picture Retirement®
5. Retirement Planning Education, with Andy Panko
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.
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What guests have appeared on Money Matters by Allworth Financial?
Recent guests on Money Matters by Allworth Financial include:
1. Richard Del Monte
2. Laurie Ingerson
3. Hal Hershfield
4. Simone Devenny
5. Mark Shone
6. Simone Devaney
7. Victoria Bogner
8. William Roth
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.