Allworth Financial‘s Money Matters

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Investing #153

For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

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Recent Episodes
  • The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
    Nov 9, 2024 – 59:56
  • Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
    Nov 2, 2024 – 52:39
  • Navigating direct indexing, Roth conversions, real estate, and AI concerns.
    Oct 26, 2024 – 53:27
  • Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
    Oct 19, 2024 – 52:19
  • Money Matters: Navigating financial decisions amidst market uncertainty.
    Oct 12, 2024 – 51:44
  • Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
    Oct 5, 2024 – 51:29
  • Navigating Financial Turbulence: Election Impacts and Investment Strategies
    Sep 28, 2024 – 52:56
  • Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
    Sep 21, 2024 – 41:34
  • Navigating financial waters: Investments, retirement, and risk.
    Sep 14, 2024 – 52:37
  • Money Matters: Retirement planning, tax strategies, investment insights, and more.
    Sep 7, 2024 – 46:43
  • Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
    Aug 31, 2024 – 46:05
  • A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
    Aug 24, 2024 – 52:40
  • Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
    Aug 17, 2024 – 46:56
  • An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
    Aug 10, 2024 – 37:35
  • The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
    Aug 3, 2024 – 58:39
  • Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
    Jul 27, 2024 – 52:26
  • When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
    Jul 20, 2024 – 46:12
  • 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.
    Jul 13, 2024 – 44:37
  • A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
    Jul 6, 2024 – 47:53
  • Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
    Jun 29, 2024 – 43:26
  • Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
    Jun 22, 2024 – 48:18
  • The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
    Jun 15, 2024 – 52:00
  • The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
    Jun 8, 2024 – 01:03:23
  • The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.
    Jun 1, 2024 – 53:41
  • The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
    May 25, 2024 – 52:20
  • A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
    May 18, 2024 – 52:08
  • A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.
    May 11, 2024 – 45:12
  • Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
    May 4, 2024 – 43:30
  • A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
    Apr 27, 2024 – 52:36
  • A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.
    Apr 20, 2024 – 52:40
  • Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.
    Apr 13, 2024 – 43:50
  • The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
    Apr 6, 2024 – 52:30
  • The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.
    Mar 30, 2024 – 52:11
  • Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
    Mar 23, 2024 – 52:41
  • The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
    Mar 16, 2024 – 43:19
  • Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
    Mar 9, 2024 – 52:00
  • The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
    Mar 2, 2024 – 44:35
  • A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
    Feb 24, 2024 – 45:24
  • A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
    Feb 17, 2024 – 52:33
  • A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
    Feb 10, 2024 – 52:40
  • The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
    Feb 3, 2024 – 52:28
  • Allworth's Money Matters Podcast Trailer
    Feb 2, 2024 – 01:48
  • A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
    Jan 27, 2024 – 46:12
  • Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
    Jan 20, 2024 – 51:37
  • The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
    Jan 13, 2024 – 59:03
  • A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
    Jan 6, 2024 – 57:29
  • Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
    Dec 30, 2023 – 52:49
  • Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
    Dec 23, 2023 – 51:36
  • 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
    Dec 16, 2023 – 52:35
  • After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
    Dec 9, 2023 – 52:33
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