Rephonic
Artwork for Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

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

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
Number of ListenersCategories
BusinessInvesting

Listen to this Podcast

Artwork for Allworth Financial‘s Money Matters

Latest Episodes

Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who’... more

On this week’s Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more than ever. You’ll hear from one caller trying to track down the value of old savings certificates from... more

Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with earnings—or if investors should brace for a correction. Then, they tackle the 4% retirement withdrawal rule, ex... more

Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and Pat take listener calls that reveal the importance of strategy, trust, and risk management in retireme... more

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Retirement and IRA Show
The Retirement and IRA ShowJim Saulnier, CFP® & Chris Stein, CFP®
Your Money, Your Wealth
Your Money, Your WealthJoe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Big Picture Retirement®
Big Picture Retirement®Devin Carroll, CFP® & John Ross, JD

Recent Guests

Apollo Lupescu
Director at Dimensional Fund Advisors, known for explaining complex financial matters in layman's terms.
Dimensional Fund Advisors
Episode: Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp
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
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.
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.
Blake Davelaar
Certified Financial Planner
Allworth Financial
Episode: Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

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 953 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 States19 days 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 States3 months ago
  • Trustworthy Information

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

    Apple Podcasts
    5
    JP Perez24
    United States4 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 States4 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 States6 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.

Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement
Q: Are variable universal life policies beneficial for tax planning?
They often have high costs that can erode their value, making them less beneficial than other investment vehicles.
Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement
Q: What goes where in investment accounts based on tax efficiency?
The focus should be on maximizing net worth over time, rather than just immediate tax returns.
BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management
Q: How do you feel about that?
The listener expresses satisfaction with the trade-off of moving some assets to cash for peace of mind despite a potential loss in portfolio value.
BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management
Q: How much money do you have with this other advisor now?
The caller mentions they have a total portfolio of about $3.6 million, but not all with the advisor in question.
AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions
Q: How should I adjust my spending in retirement?
You should consider cutting back your spending during downturns, but it's also important to enjoy your retirement while you can.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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?

Rephonic provides a wide range of podcast stats for Allworth Financial‘s Money Matters. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Allworth Financial‘s Money Matters and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Allworth Financial‘s Money Matters get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Allworth Financial‘s Money Matters, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Allworth Financial‘s Money Matters?

Rephonic provides comprehensive predictive audience data for Allworth Financial‘s Money Matters, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Allworth Financial‘s Money Matters have?

To see how many followers or subscribers Allworth Financial‘s Money Matters has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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

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

1. The Retirement and IRA Show
2. Your Money, Your Wealth
3. Retirement Planning Education, with Andy Panko
4. Stay Wealthy Retirement Podcast
5. Big Picture Retirement®

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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Allworth Financial‘s Money Matters?

Rephonic pulls ratings and reviews for Allworth Financial‘s Money Matters from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Allworth Financial‘s Money Matters?

Rephonic provides full transcripts for episodes of Allworth Financial‘s Money Matters. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Allworth Financial‘s Money Matters?

Recent guests on Allworth Financial‘s Money Matters include:

1. Apollo Lupescu
2. Mark Schoen
3. Simone Devenny
4. Vicki Bogner
5. Victoria 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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days