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Artwork for Money Matters by Allworth Financial

Money Matters by Allworth Financial

Allworth Financial
Retirement Planning
Investment Strategies
Financial Planning
Estate Planning
Roth Conversions
Social Security
Tax Strategies
Market Volatility
Retirement
Direct Indexing
Bitcoin
Roth IRA
Pensions
Tax Planning
Stock Market
Tariffs
Tax Strategy
Annuities
Life Insurance
Financial Advisory

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

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Artwork for Money Matters by Allworth Financial

Latest Episodes

How do you make smart financial decisions after you've already built significant wealth?

In this week's episode of Allworth's Money Matters, Scott and Pat help a retired couple with an $11 million portfolio evaluate Roth conversions, estate planning... more

After decades of saving and investing, how do you know when it’s okay to truly enjoy your money?

In this episode of Money Matters, Scott and Pat help a couple with nearly $8 million determine how much home they can comfortably afford after relocatin... more

Why do so many successful investors struggle to actually enjoy the wealth they’ve built? In this Memorial Day weekend episode of Allworth’s Money Matters, Scott and Pat talk with UCLA professor and behavioral expert Hal Hershfield and explore the emo... more

When it comes to investing, the most important decisions aren’t made in theory—they happen in real life. In this episode of Allworth’s Money Matters, Scott and Pat answer real listener calls and break down how smart investing decisions actually play ... more

Key Facts

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

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Recent Guests

Hal Hershfield
Professor of marketing, behavioral decision-making, and psychology at UCLA's Anderson School of Management
University of California, Los Angeles (Anderson School of Management)
Episode: The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money
Simone Devaney
Head of Private Wealth Strategies at Allworth
Allworth Financial
Episode: Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
William Roth
Caller guest sharing retirement and pension questions
Allworth Financial (caller on show)
Episode: Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
Apollo Lupescu
Director at Dimensional Fund Advisors, known for explaining complex financial matters in layman's terms.
Dimensional Fund Advisors
Episode: Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp
Victoria Bogner
Head of Wealth Strategy at Allworth Financial
Allworth Financial
Episode: Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement
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
Mark Shone
Partner advisor at Allworth Financial
Allworth Financial
Episode: Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire

Hosts

Scott Hanson
Host of Allworth's Money Matters, Allworth Financial
Pat McClain
Co-host of Allworth's Money Matters, Allworth Financial

Reviews

4.7 out of 5 stars from 1k ratings
  • 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 Podcasts
    5
    Kreet17
    United States2 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 Podcasts
    5
    Las Vegas Trader
    United States3 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 Podcasts
    1
    PMQ30
    United States5 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 Podcasts
    1
    VIJR36
    United States5 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 Podcasts
    5
    Charleyinwinters
    United States8 months ago

Listeners Say

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

Many enjoy the host banter paired with practical caller-driven advice.
Listeners appreciate actionable financial guidance delivered with humor and relatability.
Some praise the depth on complex topics like trusts and tax planning; a few critique repetitiveness.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management
Q: Should we continue converting to a Roth given estate planning goals?
Yes, if the objective is to maximize what goes to family, continue Roth conversions to shift assets into the Roth so they can be preserved for heirs, while balancing distributions and charity goals.
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
Q: Is Roth conversion realistic given high income and RMDs?
Consolidate accounts and start distributions at retirement; Roth conversions may not be practical in Randy's case due to ongoing high marginal tax rates, but ongoing tax planning should revisit this.
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
Q: How should Randy approach distributing to heirs via a trust?
Use a living trust with clearly defined distribution rules, consider an independent or professional trustee, and set staged distributions to prevent mismanagement or hasty spending by beneficiaries.
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
Q: What's the biggest planning hurdle for Randy's situation?
The biggest challenge is coordinating an effective estate plan that minimizes taxes, allocates assets to the right heirs, and avoids family conflicts, especially given the size of the net worth and the transfer to one child.
How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
Q: What is the best way to calculate how much money you would need to retire, and how to split between Social Security and other assets?
The suggested approach is to work backwards from desired lifestyle, consider debt and responsibilities, and use software or inflation-based assumptions to estimate retirement needs. Then, test by starting with small distributions and adjust over time, while ensuring tax efficiency and a cohesive plan across all accounts.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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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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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. Retirement Starts Today
4. Stay Wealthy Retirement Podcast
5. Bogleheads On Investing Podcast

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. Hal Hershfield
2. Simone Devaney
3. William Roth
4. Apollo Lupescu
5. Victoria Bogner
6. Mark Schoen
7. Simone Devenny
8. Vicki Bogner

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