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Artwork for Money Matters by Allworth Financial

Money Matters by Allworth Financial

Allworth Financial
Retirement Planning
Investment Strategies
Social Security
Roth IRA
Stock Market
Financial Planning
Tax Strategies
Annuities
Financial Security
Investment Management
Behavioral Finance
Roth Conversions
Retirement
Reverse Mortgages
Millennials
Donor-Advised Funds
Capital Gains Tax
Trusts
Defined Contribution Plan
Bitcoin

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

PublishesWeeklyEpisodes500Founded11 years ago
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InvestingBusiness

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Artwork for Money Matters by Allworth Financial

Latest Episodes

In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From a 70-year-old investor with $3.6 million mostly in traditional IRAs to a 55-year-old looking to retir... more

In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it actually makes sense to use your HSA. They help a high-earning family think through life insurance gaps and s... more

Taxes can quietly shape some of the biggest financial decisions you’ll ever make — from choosing how to take a pension to deciding how to leave money to your heirs. On this week’s Money Matters, Scott and Pat take calls from listeners working through... more

In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very different financial situations. From retirees with most of their money in IRAs to investors weighing Roth ... more

Key Facts

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Number of Listeners
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Recent Guests

William Roth
Caller guest sharing retirement and pension questions
Allworth Financial (caller on show)
Episode: Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
Victoria Bogner
Head of wealth planning at Allworth Financial
Allworth Financial
Episode: Tax-Efficient Investing, Retirement Choices, and Market Shifts
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
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.

Hosts

Scott Hanson
Co-host and financial advisor known for providing practical financial advice and insights, engaging listeners through lively discussions and real-life scenarios.
Pat McClain
Co-host and financial advisor sharing approachable insights on personal finance, noted for blending humor with practical advice.

Reviews

4.7 out of 5 stars from 982 ratings
  • Don’t waste your time.

    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.

    Apple Podcasts
    1
    PMQ30
    United States2 months ago
  • This is a bad show

    These guys are financially bincompetent. They might be great business people. But when it comes to details they don’t know anything.

    Apple Podcasts
    1
    VIJR36
    United States2 months ago
  • 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 Podcasts
    5
    Charleyinwinters
    United States5 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 Podcasts
    1
    Riel Deal
    United States5 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 Podcasts
    5
    Jill-hey
    United States8 months ago

Listeners Say

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

Many praise the practical advice given to real-life financial situations, emphasizing the hosts' ability to make complex topics more digestible.
However, some express frustration over recurring content and a perceived shift towards too much personal opinion.
A portion of the audience feels the podcast occasionally strays into political discussions, which some find off-putting.
Listeners appreciate the engaging and approachable nature of the hosts, often highlighting the balance between entertainment and education.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
Q: Is there anything special I could do for him that we could set up, and is there anything I need to consider as far as Roth IRA versus 401(k)?
The hosts acknowledge the question and emphasize that tax and beneficiary considerations, including Roth conversions and future tax law uncertainty, should guide long-term planning rather than any single move; they encourage considering life insurance, special needs planning, and a diversified approach to retirement income.
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
Q: What are the pitfalls of doing Roth conversions?
If you don't have the means to pay taxes outside your retirement accounts, it can reduce your current lifestyle without much long-term benefit.
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
Q: How do I do this Roth conversion?
The challenge is you don't have much outside of retirement accounts, so to pay the tax on a conversion, you'd need to withdraw extra.
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
Q: What's your experience with clients when they do strategic gifting with children in their 20s?
It runs the gamut; it all depends on the child. Some do incredible things with it, others do a terrible job.
Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
Q: Is it better to take from the Roth IRA or traditional for supplemental retirement income?
As a general rule, using the traditional IRA is preferable as it often results in lower taxes in retirement.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About Money Matters by Allworth Financial

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

Engaging listeners in financial discussions, two hosts tackle a broad array of topics relevant to personal finance, from investing strategies to retirement planning. They frequently address listener questions, providing practical insights and advice about wealth management, tax strategies, estate planning, and navigating volatile markets. Unique to this format is the blend of humor and honesty brought to complex financial subjects, making it approachable for those who may find finance daunting. The interactions often highlight real-life scenarios, which aids in comprehending abstract financial concepts. Overall, it serves as an invaluable resource for individuals seeking guidance on their financial journeys, offering both education and ente... more

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How many listeners does Money Matters by Allworth Financial get?

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Which podcasts are similar to Money Matters by Allworth Financial?

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

1. Your Money, Your Wealth
2. Retirement Starts Today
3. Retirement Answer Man
4. Ready For Retirement
5. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

How many episodes of Money Matters by Allworth Financial are there?

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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What guests have appeared on Money Matters by Allworth Financial?

Recent guests on Money Matters by Allworth Financial include:

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

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.

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