Allworth Financial‘s Money Matters
426 episodes - English - Latest episode: 17 days ago - ★★★★★ - 542 ratingsFor 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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Episodes
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.
April 13, 2024 13:00 - 43 minutes - 60.2 MBOn this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado man asks for guidance on how to handle a six-figure inheritance. Finally, Scott and Pat reveal how you can spot a financial advisor who doesn’t ac...
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
April 06, 2024 13:00 - 52 minutes - 72.1 MBOn this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried out once she passes. Finally, Scott and Pat advise a couple who has yet to dip into multiple income sources. Join Money Matters: Get your mos...
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.
March 30, 2024 13:00 - 52 minutes - 71.7 MBOn this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a Pennsylvania caller wonders whether she should tithe from her Social Security income. Join Money Matters: Get your most pressing financial que...
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
March 23, 2024 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much cash in it. Finally, Scott and Pat explain the advantages of wash sales, and help a caller decide whether to invest in bond funds. Join Money M...
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
March 16, 2024 13:00 - 43 minutes - 59.5 MBOn this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has a complex investment situation, including a need for Roth conversions, followed by a conversation with a retired couple that is travelling throughout the South and who needs tax advice about their multiple qualified plans. Join Money Matters: Get your most pressing...
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
March 09, 2024 13:00 - 52 minutes - 71.5 MBOn this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona man who wants to know whether he is on the right path to retirement. Join Money Matters: Get your most pressing financial questions answered b...
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
March 02, 2024 13:00 - 44 minutes - 61.3 MBOn this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars. A retiree from New York wants to know whether it makes sense to sell her home and rent. Finally, Scott and Pat discover a big picture problem when a caller asks for advice about a Roth conversion. Join Money Matters: Get your most pressing financial qu...
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
February 24, 2024 13:00 - 45 minutes - 62.4 MBOn this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two inherited IRAs. A world traveler asks how to break the news to his father that he wants to invest in indexes instead of real estate. Finally, Allworth’s Brian James joins the podcast with real world examples of hidden opportunities that proper financial planning presents....
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
February 17, 2024 13:00 - 52 minutes - 72.2 MBOn this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who is spooked by a $1 million inheritance. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hans...
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
February 10, 2024 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren. Join Money Matters: Get your most pressing financial questions answered by ...
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.
February 03, 2024 13:00 - 52 minutes - 72.1 MBOn this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a solo 401(k). Finally, they explain a time when taking Social Security isn’t so simple. Join Money Matters: Get your most pressing financial q...
Allworth's Money Matters Podcast Trailer
February 02, 2024 20:14 - 1 minute - 2.49 MBMoney Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over 25 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
January 27, 2024 13:00 - 46 minutes - 63.5 MBOn this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, Scott and Pat advise a Minnesota doctor who has an extra $85,000 to invest each year. Join Money Matters: Get your most pressing financial qu...
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
January 20, 2024 13:00 - 51 minutes - 70.9 MBOn this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her risk tolerance with her husband’s. A Maryland caller wants to know whether she should pay off the mortgage on her second home. Finally, an Indiana father seeks guidance on how best to contribute to a 529 plan. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! C...
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
January 13, 2024 13:00 - 59 minutes - 81.1 MBOn this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth advisor Brian Murphy joins the show to explain how he cleaned up a portfolio that was riddled with fee and commission payments. Join Money Matters: ...
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
January 06, 2024 13:00 - 57 minutes - 79 MBOn this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with an annuity wants to know why Scott and Pat are so critical of how financial products are sold. Join Money Matters: Get your most pressing fi...
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
December 16, 2023 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should finally combine finances with his wife. Finally, you’ll hear why Scott and Pat think a California caller should cash out her annuity. Join Money Ma...
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
December 09, 2023 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax division breaks down strategic moves to make before the end of the year. Finally, a caller who just retired asks whether he should move some of his money into an annuity. Join Money Matters: Get your most pressing financial questions answered by Al...
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
December 02, 2023 13:00 - 44 minutes - 61.5 MBOn this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial planning technique. A North Carolina caller asks for guidance on a savings goal. An Ohio woman wants to know whether she should buy an annuity. Then, Scott and Pat have a candid conversation about what retirement means to them. Finally, they explain why cash is not a long-term solution for investors. Join Money Matters: Get your most pressing ...
Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
November 18, 2023 13:00 - 51 minutes - 70.8 MBOn this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit a caller who asked back in May whether he should do a reverse mortgage. A 57-year-old woman who loves being retired wonders whether she should take Social Security at age 62 to help her pay for health insurance. Finally, hear why Scott and Pat believe a great planning opportunity is in store for a woman who called with a question about a Roth c...
How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
November 11, 2023 13:00 - 53 minutes - 73.5 MBOn this week’s Money Matters, Scott and Pat talk with Allworth Chief Investment Officer Andy Stout about the economic factors driving stock market activity. A caller from Georgia with two houses on 14 acres of land asks whether he should consider a reverse mortgage. Plus, is it better to sell a house or rent it out? A Pennsylvania father with dreams of living in a larger home wants to know. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott ...
The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
November 04, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting married asks whether she’s better off renting out her home instead of selling it. Allworth regional director Brian James comes on the show to discuss one of the most misunderstood parts of an IRA. Finally, a caller whose wife is going blind wants to know when they should take a state pension. Join Money Matters: Get your most pressing financial...
The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
October 28, 2023 13:00 - 45 minutes - 63.3 MBOn this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachusetts asks whether he should take out a HELOC to pay for an investment property. A California man building a forever home wants to know about property tax implications. Finally, a Texas caller living in an RV needs financial guidance so she can improve the quality of her life. Join Money Matters: Get your most pressing financial questions ...
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.
October 21, 2023 13:00 - 56 minutes - 78.1 MBOn this week’s Money Matters, Scott and Pat explain how they knew years ago that the crypto craze would turn chaotic. A California man asks whether his mother should roll over her annuity into an IRA. A caller from New Jersey needs help deciding whether to pay off one of her mortgages. Plus, Allworth advisor Lauren Williams joins the show to highlight the power of financial planning when life takes unexpected turns. Finally, a Nevada mother with too much cash asks where to invest it. Joi...
Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
October 14, 2023 13:00 - 44 minutes - 60.9 MBWar in the Middle East. Turmoil in Congress. On this week’s Money Matters, Scott and Pat explain why the key for investors right now is calm. Then, they help a Colorado woman who is concerned about the future of the value of the dollar. A caller who just turned 65 wants guidance with his employer-owned retirement account. Finally, an Indiana woman asks where she should invest her old 401(k) dollars. Join Money Matters: Get your most pressing financial questions answered by Allworth's C...
Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
October 07, 2023 13:00 - 44 minutes - 62 MBOn this week’s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks where she should put money left over from her budget. A man who started listening to the show when he was 19-years-old wants to know whether he should buy whole life insurance. Finally, Scott and Pat educate a California caller on why and when one should do Roth conversions. Join Money Matters: Get your most pressing financial questions answ...
Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
September 30, 2023 13:00 - 52 minutes - 72.5 MBOn this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think a California man should continue paying the premiums on his long-term care policy even though he can self-insure. A Florida retiree calls in to ask whether he should buy individual bonds. Then, Scott and Pat tackle questions about retirement income and proceeds from the sale of a house. Join Money Matters: Get your most pressing financial q...
A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
September 23, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat start the show by discussing the worries in the commercial real estate market. Then, a woman who plans to sell her apricot orchard wants to know how much money she needs to buy a new home in a different state. A Virginia caller asks where he should invest the proceeds from the upcoming sale of his mother’s house. Finally, behavioral decision-making expert Hal Hershfield joins the show to explain why getting to know your future self right now will p...
Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
September 16, 2023 15:15 - 43 minutes - 59.7 MBOn this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more about you. A Las Vegas man in his 40’s wants to know whether he is on the right track toward retirement. You’ll hear why Scott and Pat want a California caller to invest her money in a traditional retirement account instead of a Roth. Finally, why moving for tax reasons isn’t as simple as it looks. Join Money Matters: Get your most pressing fin...
A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
September 09, 2023 13:00 - 46 minutes - 63.9 MBOn this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for advice on a Roth conversion strategy. You’ll hear why Scott and Pat tell a caller with six CDs to rebuild his portfolio once those investments come due. Then, Allworth advisor Blake Davelaar joins the show to explain how he was able to clean up a couple’s portfolio that consisted of ten accounts held at five different financial institutions. Final...
Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
September 02, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss why so many people who voluntary left the workforce want jobs again. Allworth Chief Investment Officer Andy Stout joins the show to examine whether the Federal Reserve will raise interest rates for a 12th time in 18 months. Then, Scott and Pat help a caller create a strategy for taking distributions from several retirement accounts. Finally, a retiree and great saver asks whether she should be making extra mortgage payments. Join Money ...
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
August 26, 2023 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took their advice. Finally, they hear from a caller who had an estate planning conundrum. Join Money Matters: Get your most pressing financial questio...
Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.
August 19, 2023 13:00 - 51 minutes - 70.5 MBOn this week’s Money Matters, Scott and Pat explain why deadly fires in Maui should compel you to review your insurance policies. A house flipper from Iowa wants to know where to invest $250,000 in proceeds from the sale of three homes. A great saver from New Jersey asks where to best direct funds from a required minimum distribution (RMD). Finally, Scott and Pat discuss the challenges of financial planning for those in the airline industry. Join Money Matters: Get your most pressing...
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
August 12, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single caller asks for help with a pension buyout decision. A Missouri man wants to know whether he can afford to self-insure his long-term care. Plus, Allworth advisor Steve Hruby joins the show, to discuss the danger of investment products. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson a...
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
August 05, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat discuss what might be the single most important rule to abide by if you want financial independence. A father asks for guidance on the best strategy to use to pay for his child’s college education. A Pennsylvania caller needs Pat’s help resolving a marital financial dispute. Finally, A California woman wants to know which long-term care policy is the best for her. Join Money Matters: Get your most pressing financial questions answered by Allwo...
Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
July 22, 2023 13:00 - 45 minutes - 63.1 MBOn this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter thinks college isn’t the answer. Plus, Allworth partner advisor Chris Giordano joins Scott and Pat to explain how he dealt with a couple who had half of their net worth tied up in Apple stock. Join Money Matters: Get your most pressing financial questions answered...
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
July 15, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan. Join Money Matters: Get your most pressing financial questions answered b...
The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
July 08, 2023 13:00 - 46 minutes - 63.7 MBOn this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs help managing his stock options. Then, Scott and Pat talk about an income tax impacting some investors. Finally, Allworth advisor Brian James joins the show to explain why owning individual stocks could lead you into the danger zone. Join Money Matters: ...
The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
July 01, 2023 13:00 - 43 minutes - 59.7 MBOn this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat M...
Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
June 24, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month from a pension consider an indexed annuity? Finally, Scott and Pat help a California caller prepare for future Medicare costs. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-a...
Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
June 17, 2023 13:00 - 44 minutes - 60.8 MBOn this week’s Money Matters, Scott and Pat explain why chasing short-term gains can lead to long-term problems. A Tennessee father asks whether buying his son a first home is a smart idea. A 31-year-old caller from Washington, D.C. wants to know where he should invest $500,000 in proceeds from the sale of his house. Finally, a Texas man who is about to retire asks for advice on where he should park the money sitting in his company’s 401(k). Join Money Matters: Get your most pressing fi...
The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
June 10, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan. A California man wants to know whether his mother-in-law should sell a home. Finally, you’ll hear Scott and Pat’s unexpected answer to a question about a Roth conversion. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs S...
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
June 03, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A caller from Hawaii wants to know whether her portfolio can weather a recession. Plus, Scott and Pat explain when investing in cash is the wrong choice. Finally, they tackle questions about long-term care insurance and Roth conversions. Join Money Matters: Get your most pressing financial questio...
Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
May 27, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss market reaction to debt ceiling talks. Then, a 59-year-old wants to know whether she should invest money in real estate instead of putting it into her retirement account. You’ll hear Scott and Pat help a California woman with a question about prepaying taxes. Finally, a retiree from Iowa wonders whether he is being too aggressive with his portfolio. Join Money Matters: Get your most pressing financial questions answered by Allworth's ...
A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
May 20, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss a fad investment that is falling apart right before our eyes. Then they help a man who wants to know whether his child should wait for a Supreme Court decision before paying off student loans. A North Carolina caller asks whether he should sell some of his dividend stocks. Plus, Scott and Pat help you identify a wealth manager who has a conflict of interest. Join Money Matters: Get your most pressing financial questions answered by Al...
The fight against inflation, a debt ceiling showdown, and your questions answered.
May 13, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott, Pat, and Allworth Financial’s Chief Investment Officer Andy Stout examine whether the Federal Reserve will press pause on interest rate hikes. Then, Scott and Pat help a caller navigate between multiple Roth IRA accounts. You’ll hear them explain why one man should take Social Security benefits immediately. Finally, they weigh in on the debt ceiling stalemate happening in Washington, D.C. Join Money Matters: Get your most pressing financial questions...
The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.
May 06, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he stops working full-time. You’ll hear guidance for a Montana woman who wants to know where she should pull money from to help her son-in-law. Then, Scott and Pat take a deep dive into tax planning for 2024 and beyond. Finally, they help a caller with a question about a lump-sum pension payout. ...
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
April 29, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions. Join Money Matters: Get your most pressing financial questions answered by Allworth's...
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
April 22, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat discuss the ramifications of the federal government’s $1 trillion budget deficit. A California woman wants help convincing her husband to sell his dream home. A Kentucky caller asks whether he should convert some of his 401(k) to a Roth IRA. Finally, Scott, Pat, and Allworth advisor Brian Murphy explore the dangerous impact that biases have on investors. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs...
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
April 22, 2023 13:00 - 52 minutes - 72.8 MBOn this week’s Money Matters, Scott and Pat discuss the ramifications of the federal government’s $1 trillion budget deficit. A California woman wants help convincing her husband to sell his dream home. A Kentucky caller asks whether he should convert some of his 401(k) to a Roth IRA. Finally, Scott, Pat, and Allworth advisor Brian Murphy explore the dangerous impact that biases have on investors. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs...