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Artwork for Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Allworth Financial
Retirement Planning
Investment Strategies
Social Security
Stock Market
Tax Strategies
Roth IRA
401k
Annuities
Financial Security
Financial Planning
IRA
Investment Management
Behavioral Finance
Reverse Mortgages
Retirement
Roth Conversions
Life Insurance
Millennials
Capital Gains Tax
Donor-Advised Funds

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 you if you have 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 with you e... more

PublishesWeeklyEpisodes500Founded11 years ago
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InvestingBusiness

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Artwork for Allworth Financial‘s Money Matters

Latest Episodes

On this week’s Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historic... more

On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it’s better to self-insure for long-term care or rely on costly, often restrictive hybrid poli... more

On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They revisit the 1999 tech mania to help make sense of today’s AI investing hype—and how to avoid repeatin... more

On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and required minimum distributions to maximizing Roth conversions and managing multimillion-dollar retirement ... more

Key Facts

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Recent Guests

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
Victoria Bogner
Head of Wealth Planning at Allworth Financial
Allworth Financial
Episode: A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey
Suzanne Conrad
Director of Tax Solutions
Allworth Financial
Episode: Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy
Simone Daveny
Tax and estate attorney with 25 years of experience in holistic financial planning.
Episode: A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.
Apollo Lupescu
Vice President at Dimensional Fund Advisors, known as the 'secretary of explain and stuff'
Dimensional Fund Advisors
Episode: Money Matters: Navigating financial decisions amidst market uncertainty.
Laurie Ingwersen
Advisor and Certified Financial Planner
Allworth Financial
Episode: The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

Hosts

Scott Hanson
Co-host of a popular financial podcast, Scott Hanson leverages his extensive experience in financial planning to provide insights and practical advice to listeners regarding wealth management, tax strategies, and investment decisions.
Pat McClain
Co-host with a wealth of knowledge in financial advisory, Pat McClain brings expertise in retirement planning and investment guidance, focusing on relatable strategies that resonate with everyday financial situations faced by listeners.

Reviews

4.7 out of 5 stars from 954 ratings
  • 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 Podcasts
    1
    Riel Deal
    United Statesa month ago
  • Entertaining and educational

    These guys are funny, approachable, kind and real. Love listening to their stories and banter. The real life conversations with people about their finances and goals has been enlightening. They occasionally have other financial guests come on to describe special situations or financial vehicles. I find those to be extremely informative. Thanks guys for making finances interesting to someone who had an active disinterest in it. Mainly because I did not have enough $ to invest for most of my... more

    Apple Podcasts
    5
    Jill-hey
    United States4 months ago
  • Trustworthy Information

    These guys are great. They care and don’t sell anything!

    Apple Podcasts
    5
    JP Perez24
    United States5 months ago
  • Best Personal Finance Podcast

    Scott and Pat give callers practical financial advice while also entertaining podcast listeners with some added humor. Unfortunately, recently there is a lot of repeated content. The podcast is replaying old clips of call in questions as if they are new. A bit disappointing.

    Apple Podcasts
    3
    PMQ30
    United States5 months ago
  • Love the Click and Clack format

    You guys are great. I feel sorry for those investors who bail the market when things don’t go perfect. You definitely do your best to calm worried investors. This week is good example since the market was up after your show.

    Apple Podcasts
    5
    JS. 2
    United States7 months ago

Listeners Say

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

Many find the practical advice offered in episodes beneficial for real-life financial decision-making.
There are criticisms regarding the frequency of repeated content, which some deem disappointing rather than insightful.
Listeners appreciate the entertaining yet educational approach, finding the hosts relatable and humorous while discussing personal finance.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
Q: Is it wiser to get a portfolio loan instead of selling off stocks to buy a vacation home?
Bonnie asks if they should take a loan or sell stocks, with the hosts advising them to consider liquidity and the risks of margin calls.
Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
Q: What are the options for long-term care planning?
Jim inquires whether to buy long-term care insurance or self-insure, discussing significant factors like his financial status and insurance costs.
Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results
Q: I'm super behind in saving for retirement. How can I ensure my accounts are set up correctly?
Switch your contributions to a traditional 401k for increased tax benefits and consider investing in index funds for long-term growth.
Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results
Q: I may be retiring. I'm already in my 70s. How do you tithe on a 401k withdrawal?
You can take a specific percentage from your 401k withdrawal and donate it directly to charities to minimize your taxable income.
AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth
Q: Is there a tax deduction for paying preschool tuition for my grandchildren?
No, tuition for preschool is not deductible unless structured as a charitable contribution to a qualifying institution.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About Allworth Financial‘s Money Matters

What is Allworth Financial‘s Money Matters about and what kind of topics does it cover?

Engaging and informative financial education takes center stage, featuring hosts who provide expert advice on a wide range of personal finance topics such as retirement planning, investment strategies, tax efficiency, and market trends. The show often includes real-life listener inquiries, allowing for practical discussions around specific financial situations and incorporating case studies that highlight the importance of tailored financial solutions. Unique in its mix of education and entertainment, the hosts infuse humor into their conversations, making complex financial concepts more accessible and engaging for listeners. This podcast stands out for its commitment to listener engagement, featuring ongoing discussions with callers who pr... more

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Which podcasts are similar to Allworth Financial‘s Money Matters?

These podcasts share a similar audience with Allworth Financial‘s Money Matters:

1. Your Money, Your Wealth
2. The Retirement and IRA Show
3. Stay Wealthy Retirement Podcast
4. Retirement Answer Man
5. Retirement Starts Today

How many episodes of Allworth Financial‘s Money Matters are there?

Allworth Financial‘s Money Matters 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 Allworth Financial‘s Money Matters?

Recent guests on Allworth Financial‘s Money Matters include:

1. Mark Schoen
2. Simone Devenny
3. Vicki Bogner
4. Mark Shone
5. Victoria Bogner
6. Suzanne Conrad
7. Simone Daveny
8. Apollo Lupescu

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