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 | 12 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
When your retirement savings cross the seven-figure mark, the simple strategies that got you there might actually cost you money in taxes. In this episode, Scott and Pat explain why a high earner with a $1.8M portfolio needs to move beyond basic targ... more
Is retiring at 55 with a $2M nest egg realistic? On this episode of Money Matters, Scott and Pat break down the numbers with a caller aiming for an early exit from the corporate grind. They discuss how to balance pre-tax 401(k)s, Roths, RSUs, and tax... more
How do you turn a lifetime of saving into reliable, tax-smart retirement income? In this episode of Money Matters, Scott and Pat break down what investors with $1M+ need to know when transitioning from building wealth to generating income in today’s ... more
Can you truly "Die with Zero" when you’ve built a multi-million-dollar portfolio? On this episode of Money Matters, Scott and Pat dive into real-world retirement scenarios covering aggressive tax strategies, spend-down plans, and smart estate transfe... more
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Reviews
Always great advice and fun to listen to. I wish you did this a few times a week. Been listening for 3 decades (KFBK in the early days)! Best financial podcast!
Podcast Addict53 months agorcar- 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 States7 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 States8 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 States9 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 States9 months ago
Listeners Say
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #133 | United States/Business/Investing |
Apple Podcasts | #78 |  Indonesia/Business/Investing |
Apple Podcasts | #170 |  Austria/Business/Investing |
Talking Points
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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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 by Allworth Financial delivers practical financial planning guidance for high-net-worth listeners, centering on retirement timing, tax optimization, estate planning, and prudent investment placement. Across episodes, hosts and a rotating cast of expert guests translate complex topics like Roth conversions, donor-advised funds, direct indexing, and asset-location strategies into actionable steps through real-world caller scenarios. The show balances educational content with accessible banter, using case studies and live Q&A to illustrate long-horizon planning over short-term market moves.
Noteworthy elements include a strong emphasis on coordinated tax and estate planning with investing, guest experts who bring estate planning... more
Where can I find podcast stats for Money Matters by Allworth Financial?
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How many listeners does Money Matters by Allworth Financial get?
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What are the audience demographics for Money Matters by Allworth Financial?
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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. Big Picture Retirement®
4. The Retirement and IRA Show
5. Retirement Answer Man
How many episodes of Money Matters by Allworth Financial are there?
Money Matters by Allworth Financial launched 12 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. Andy Stout
3. Tom Kaiser
4. Ben Abraham
5. Apollo Lupescu
6. Simone Devenny
7. Richard Del Monte
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.