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
This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximize efficiency, reduce taxes, and create smarter, more tax-efficient income streams.
With Pat out this week, S... more
How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allworth advisor Mark Shone, who steps in while Pat is away to break down smart, tax-efficient strategies for handl... more
For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pat out this week, Scott is joined by Allworth advisor Mark Shone to walk through a $5–6 million household navig... more
In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while another wrestles with whether setting up trusts for their grandchildren is worth the hassle—breaking down what ac... more
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Reviews
- 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 Trader
United States2 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 States3 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 States3 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 States6 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 Podcasts1Riel DealUnited States7 months ago
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Apple Podcasts | #121 | United States/Business/Investing |
Apple Podcasts | #168 |  Argentina/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?
- Money Matters features long-running Q&A discussions focused on wealth management for high-net-worth individuals. Episodes center on retirement planning, tax optimization, estate planning, sophisticated investment strategies, and real-world case studies shared via listener calls. The format blends practical financial guidance with approachable banter, and often includes guest experts or client stories to illustrate complex planning scenarios. A notable strength is the hosts' fiduciary, no-nonsense approach combined with accessible explanations, plus occasional deep dives into timely tax code changes, estate strategies, and sophisticated income planning options like annuities, donor-advised funds, and Roth vs. traditional accounts. The show... more
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How many listeners does Money Matters by Allworth Financial get?
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How many subscribers and views does Money Matters by Allworth Financial have?
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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. Stay Wealthy Retirement Podcast
3. The Retirement and IRA Show
4. Retirement Answer Man
5. Big Picture Retirement®
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?
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What guests have appeared on Money Matters by Allworth Financial?
Recent guests on Money Matters by Allworth Financial include:
1. Mark Shone
2. Simone Devaney
3. William Roth
4. Apollo Lupescu
5. Mark Schoen
6. Simone Devenny
7. Vicki Bogner
8. Victoria Bogner
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.