
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
| Publishes | Weekly | Episodes | 500 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

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
A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fit together. In this episode of Money Matters, Scott and Pat talk with a caller who already has about $2 million and expects a much larger inherit... more
If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ultimately receive. In this episode, Scott and Pat walk through two real-life situations: one caller facing larg... more
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
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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.
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.
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.
These guys are financially bincompetent. They might be great business people. But when it comes to details they don’t know anything.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #130 | |
Apple Podcasts | #243 |
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- 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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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 Answer Man
4. Retirement Starts Today
5. Stay Wealthy Retirement Podcast
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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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. Suzanne Conrad
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