
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 | |||

Can you support your adult children without derailing your retirement? In this episode of Money Matters, Scott and Pat dive into the financial realities of a caller with a nearly $10M net worth who is spending $75,000 a year to support his adult daug... more
Is the current AI boom a repeat of 1999? In this episode of Money Matters, Scott and Pat dive into the "irrational exuberance" surrounding tech IPOs and the hidden dangers of concentration risk in a high-net-worth portfolio. Plus, they break down rea... more
When does a Roth Conversion make sense—and when could it be a costly mistake? In this episode of Money Matters, Scott and Pat tackle one of the most common retirement planning questions: whether a Roth Conversion is the right move for your financial ... more
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
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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 | #242 |
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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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These podcasts share a similar audience with Money Matters by Allworth Financial:
1. Your Money, Your Wealth
2. Retirement Answer Man
3. Stay Wealthy Retirement Podcast
4. The Retirement and IRA Show
5. Retirement Starts Today
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. Hal Hershfield
2. Mark Shone
3. Simone Devaney
4. William Roth
5. Mark Schoen
6. Simone Devenny
7. Vicki Bogner
8. Victoria Bogner
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