Allworth Financial‘s Money Matters
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 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
| Publishes | Weekly | Episodes | 500 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth’s Head of Private Wealth Strategies, about smart planning before selling a business—covering tax-saving strategies, timing, emotional readiness, and more. Then,... more
In this value-packed episode of Allworth’s Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today’s markets. From the overlooked need for regular portfolio rebalancing to smart planning for concentr... more
On this week’s Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 million in Roth, and $1.6 million in a traditional IRA. He doesn’t need more growth, he’s not worried about... more
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
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- 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 Podcasts5Charleyinwinters
United States2 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 States2 months 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 Podcasts5Jill-heyUnited States5 months ago - Trustworthy Information
These guys are great. They care and don’t sell anything!
Apple Podcasts5JP Perez24United States6 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 Podcasts3PMQ30United States6 months ago
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Apple Podcasts | #102 | United States/Business/Investing |
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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
Where can I find podcast stats for Allworth Financial‘s Money Matters?
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How many listeners does Allworth Financial‘s Money Matters get?
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What are the audience demographics for Allworth Financial‘s Money Matters?
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How many subscribers and views does Allworth Financial‘s Money Matters have?
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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. Ready For Retirement
4. Stay Wealthy Retirement Podcast
5. Sound Retirement Radio
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.
How do I contact Allworth Financial‘s Money Matters?
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Where can I see ratings and reviews for Allworth Financial‘s Money Matters?
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What guests have appeared on Allworth Financial‘s Money Matters?
Recent guests on Allworth Financial‘s Money Matters include:
1. Apollo Lupescu
2. Victoria Bogner
3. Mark Schoen
4. Simone Devenny
5. Vicki Bogner
6. Suzanne Conrad
7. Simone Daveny
8. Laurie Ingwersen
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.