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
Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.
April 15, 2023 13:00 - 43 minutes - 59.5 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing the collapse of Silicon Valley Bank in the social media age, before moving on to a conversation about the purpose of diversification. They then take a call from a disciplined saver who is drastically overinvested in REITs, followed by a Colorado caller who wants to know if he should pay off one of his mortgages.
When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
April 08, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college. Join Money Matters: Get your most pressing financia...
The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?
April 01, 2023 13:00 - 37 minutes - 51.9 MBOn this week’s Money Matters, Scott, Pat and Allworth Chief Investment Officer Andy Stout discuss the repercussions that banking industry turmoil could have on the broader economy. They also tackle the fight against inflation, and the disconnect between Wall Street and the Fed. Finally, Scott and Pat help a caller who wants to know when he should sell stock of a company that just filed for bankruptcy. Join Money Matters: Get your most pressing financial questions answered by Allworth's ...
A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
March 25, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat have an in-depth discussion of turmoil in the banking industry with the president and CEO of a regional bank. Then they help a caller who wonders whether he should take his money and run from market volatility. Finally, they explain to an Ohio man why it will be dangerous for him to wait until 70 to take Social Security. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live...
SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.
March 18, 2023 13:00 - 1 hour - 84.1 MBOn this special episode of Money Matters, Scott and Allworth Chief Investment Officer Andy Stout put banking industry turmoil into context. Then Scott and Pat help a 60-year-old single woman who wonders whether she’s making a mistake by not owning a home. A caller wants to know whether he should open a tax-deferred account to house some of his 2023 income, or just pay the taxes now. Finally, Scott and Pat talk to an expert on decision making about why smart people are making bad financial ch...
A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
March 11, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat begin the show by discussing the impact of a huge change in consumer behavior. A caller with $5 million in savings is worried she hasn’t saved enough. A 68-year-old Coloradan wants to know if he should take Social Security. And, finally, a call from a veteran who has saved well and wants to change careers gives way to a crypto conversation.
When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
March 04, 2023 13:00 - 52 minutes - 72.4 MBYour company offered you how much stock? On this week’s Money Matters, Scott and Pat explain why that could be risky business for some. Then an Oregon man asks whether he should start withdrawing money from his thrift savings plan. A caller from Illinois wants to retire alongside his wife but wants to run the numbers by Scott and Pat. Finally, a retiree from New York asks whether he needs to take Social Security right now in case the program’s trust fund runs out of money. Join Money Mat...
The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
February 25, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party. Join Money Matters: Get your most pressing financial questions ...
The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
February 18, 2023 13:00 - 44 minutes - 61.6 MBOn this week’s Money Matters, Scott and Pat examine the government’s response to the crisis in the crypto industry. A caller from Chicago asks whether he should invest $75,000 in a CD or in a Treasury bill instead. A California man needs help with his wife’s permanent disability benefits. Finally, Scott and Pat make a “house call” to a great saver in Florida who wanted to know back in 2021 whether he should buy a home. Hear if he took our advice. Join Money Matters: Get your most press...
The future of Social Security, Roth conversions, and managing money during a job change.
February 11, 2023 13:00 - 55 minutes - 76 MBOn this week’s Money Matters, Scott and Pat discuss the uncertainty over the future of Social Security. A Pennsylvania man with half of his net worth tied up in Berkshire Hathaway stock wants to know whether he should do a Roth conversion. A caller from Michigan asks whether he should start contributing to his company’s Roth 401(k). Finally, Allworth partner advisor Mark Shone joins the show to tackle ways to manage your money if you were to lose your job. Join Money Matters: Get your...
The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
February 04, 2023 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat examine whether the Fed is now winning its fight against inflation. A South Carolina man asks whether he should sell an investment property and put the proceeds into a 529 plan for his kids. Finally, a caller from Illinois wonders whether he should make an extra payment toward his mortgage. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or...
An IRA dilemma, a question about taxes, and why not all recessions are the same.
January 28, 2023 13:00 - 51 minutes - 71 MBOn this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA. They advise a California caller who wants to know whether there’s a tax advantage to designating herself as a contractor versus an employee. Allworth Advisor Jeff DeBoer joins the show to explain why all recessions aren’t the same. Finally, hear why Scott and Pat think a Michigan caller should sell a non-traded REIT. Join Money Matters: Get your...
How the fundamentals of investing will serve you well in 2023.
January 21, 2023 13:00 - 46 minutes - 64.3 MBOn this week’s Money Matters, Scott and Pat explain how the basics of investing hold true regardless of what the markets do. A Colorado woman wants to know whether it makes sense to buy a place in New Zealand. Should a caller from California move some money into a Roth? Finally, Scott and Pat tackle the nuances of a financial plan with Allworth advisor Brian James. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain...
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
January 14, 2023 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss how wrong the “experts” are when predicting stock market performance. A Tennessee woman wants to know whether she should pay off her mortgage. A California caller with too much Apple stock needs help mitigating his risk. Plus, financial planning goals to make for 2023, and guidance for a Michigan caller with a pension. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McCla...
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
January 07, 2023 13:00 - 52 minutes - 72.1 MBOn this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then they help a Louisiana woman decide how much umbrella insurance she needs. You’ll hear whether they approve of an annuity a California man is invested in. Finally, help for a Colorado caller who wants to know where he should invest the proceeds from the sale of his home. Join Money Matters: Get your most pressing financial questions answered ...
Looking back at 2022 and preparing you for 2023 and beyond.
December 31, 2022 13:00 - 25 minutes - 35.9 MBOn this week’s Money Matters, Scott and Pat review the wild year that investors endured and help prepare you for what’s to come. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at [email protected]. Download and rate our podcast here.
The most entertaining and informative calls of 2022.
December 24, 2022 13:00 - 52 minutes - 72.7 MBOn this special edition of Money Matters, Scott and Pat revisit some of the most entertaining calls of 2022, starting with a Seattle woman who called on her birthday and wanted to know how to fold rental property into her retirement plan. Plus, they help two callers who wanted to know whether they should pay off their mortgages. Finally, a father and daughter hop on the phone to get some expert advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's...
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
December 17, 2022 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss the fallout from the collapse of FTX. Then they are joined by Allworth’s Chief Investment Officer, to gauge the risk of a recession. A 34-year-old caller asks whether he should sell some stock at a loss for tax purposes. A Texas teacher needs help with his 403(b). Finally, words of wisdom for callers with questions about a pension, and Roth conversion. Join Money Matters: Get your most pressing financial questions answered by Allwort...
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
December 10, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the difficulties that come with investing. A Florida man asks whether he has enough cash flow to purchase a $1 million home. You’ll hear advice for a Michigan caller who may want to lease some of his land. Plus, the pros and cons of REIT’s, and whether universal life insurance is worth it. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WO...
Is the classic 60-40 portfolio model dead?
December 03, 2022 13:00 - 52 minutes - 72.7 MBOn this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washington investor who wants advice on the tax implications of converting a traditional IRA into a Roth IRA, before advising a son who has questions about selling his mother’s EE savings bonds.
Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
November 26, 2022 13:00 - 52 minutes - 72 MBOn this week’s Money Matters, Scott and Pat explain why they sometimes advise callers to spend down their savings. You’ll hear them help a New York man who wants to know what he should do with $250,000 of profit from a home sale. A California man asks whether he should cash out dividends or reinvest them. Finally, a fellow Allworth advisor joins Scott and Pat to help listeners overcome the fear of financial planning. Join Money Matters: Get your most pressing financial questions answere...
The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
November 19, 2022 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat explain why the current crypto crisis was bound to happen. A Texas man with a pension wants to know whether he should retire at the end of the year. You’ll hear advice for a caller who says his company “medically retired” him. Plus, help for a Missouri man who just wound up with an inherited IRA worth $115,000. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! C...
Rebalancing your portfolio, questions about Social Security, and where to allocate income.
November 12, 2022 13:00 - 44 minutes - 60.9 MBOn this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Arizona woman who wants to know whether she should worry about her investments anymore. You’ll hear why an Ohioan with real estate holdings needs more cash. Finally, guidance for two California callers with questions about Security. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and...
The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
November 05, 2022 13:00 - 45 minutes - 62.5 MBOn this week’s Money Matters, Scott and Pat explain the best way to steer yourself through market volatility, while still leaving room for growth. They help a Washington woman whose inheritance is largely tied up in several annuities. A man who can’t find work wants to know whether he should throw in the towel and retire. You’ll hear Scott and Pat discuss the impact that divorce can have on estate planning. Finally, a lesson on whether reinvesting dividends makes sense. Join Money Ma...
Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
October 29, 2022 13:00 - 56 minutes - 77.4 MBOn this week’s Money Matters, Scott and Pat explain why a specific group of people should consider retiring before the end of the year. A caller from Georgia wants to know whether he should invest more aggressively right now. You’ll hear guidance for an Ohio woman who wants to put a $100,000 inheritance to work. Plus, what to check on before hiring a financial advisor. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McCl...
The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
October 22, 2022 13:00 - 43 minutes - 60.6 MBOn this week’s Money Matters, Scott and Pat explain why you must resist the urge to jump out of the stock market right now. Plus, they help a 21-year old decide where to allocate nearly $50,000 he has already socked away. Finally, Scott and Pat check back in on a woman who called the show asking for help with her severance. Did she take their advice to pay off her mortgage and boost her 401(k) contributions? Join Money Matters: Get your most pressing financial questions answered by Allw...
Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
October 15, 2022 13:00 - 52 minutes - 72.4 MBOn this week’s Money Matters, Scott and Pat discuss how the long-term investor should handle the financial pain so many are feeling. A caller with more than $2 million in net worth wants to know when he should take his Social Security disability income during retirement. Plus, is now the time to invest in growth stocks? Scott and Pat guide a caller through that scenario. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClai...
The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
October 08, 2022 13:00 - 51 minutes - 70.8 MBOn this week’s Money Matters, Scott and Pat discuss when the housing market might finally cool off. A caller from Mississippi wants to know whether she should stay in her current home or live in a rental while she builds a new house. They help a Florida man decide whether he needs a financial advisor. A caller from Texas gets a lesson on the importance of having a diversified portfolio. Plus, straight talk on the Fed’s so-called “soft landing”, and why some investments aren’t good as gold. ...
The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?
October 01, 2022 13:00 - 51 minutes - 71 MBOn this week’s Money Matters, Scott and Pat explain why failing to plan for market drops is planning to fail. They help a caller decide how much of an RMD to take while the indexes are down. You’ll hear from a woman who wants to know whether it’s a good move to use some of her 401(k) to pay off her mortgage. Finally, a father puts his college graduate on the phone to get a lesson on investing. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs S...
Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
September 24, 2022 13:00 - 48 minutes - 66.6 MBOn this week’s Money Matters, Scott and Pat help a caller who wants to minimize her risk without pulling money from the stock market. A California man wants to know whether he should remodel his home or buy a new one. You’ll hear a real world example of what can happen when people engage in fad investing. Finally, what you should NOT do when markets are down. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live ...
The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.
September 17, 2022 13:00 - 52 minutes - 72.3 MBOn this week’s Money Matters, Scott and Pat discuss the potential impact the recent poor inflation report could have on investors. You’ll hear why they say an Arkansas man should take his Social Security as soon as possible. Finally, they revisit a caller who was hot on crypto last year when it was sky high. Scott and Pat advised him to cool down. Find out if he took their advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and...
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
September 10, 2022 13:00 - 52 minutes - 72.2 MBOn this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension. A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings. You’ll hear why Scott and Pat think a Colorado man should weather the current market volatility. Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security. Join Money Ma...
Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
September 03, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wants to minimize capital gains taxes from the sale of a home. A 57-year old public school teacher wants to retire in three years but needs help with her asset allocation. Plus, guidance for a Texas woman with $400,000 sitting in cash, and advice for a man who wants to tap home equity to fund retirement. Join Money Matters: Get your most ...
A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
August 27, 2022 13:00 - 52 minutes - 72 MBOn this week’s Money Matters, Scott and Pat discuss the implications of student loan debt relief. Speaking of student loans, a caller who just came into some money wants to know whether she should pay off her $146,000 in debt. Hear why Scott and Pat say no. Plus, an in-depth discussion about the pros and cons of target date funds. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or as...
Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
August 20, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat help a caller decide between a Roth or a Traditional IRA. They then discuss pensions and fad investments, before welcoming special guest, world-renowned behavioral psychologist, and UCLA Anderson School of Management professor, Hal Hershfield, who discusses politics, placebos, nature versus nurture financial decision making, the emotional differences between siblings, and the motivation behind various approaches to investing, saving, and money.
Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
August 13, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain whether long-term investors should worry about bear and bull markets. A caller wants to know whether it’s appropriate to ask how their advisor manages money. Pat and Scott take an in-depth look at Social Security, one of the most talked about financial topics. Finally, honest advice for a Colorado man with a question about life insurance. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scot...
Risk tolerance, advice on life insurance, and why tax time should be all the time
August 06, 2022 13:00 - 51 minutes - 71.5 MBOn this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility. They give honest advice to a caller who thinks his friend should move some money from bonds to cash. A retired member of the military wants to know what kind of universal life insurance policy to buy. A Georgia woman wonders where to transfer her old HSA. And Scott and Pat explain why tax time should be all the time. Join Money Matters: Get your most pressing financial quest...
The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
July 30, 2022 13:00 - 52 minutes - 71.6 MBOn this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around. A Virginia man wants to know whether now is the time to pull the trigger on buying a second home. We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor. Join Money Matters: Get your most pressing financial questions answered...
How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
July 23, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a caller whose mother doesn’t have enough in a money market for her required minimum distribution. You’ll hear Scott and Pat assist a man who is deciding whether to take out a bridge loan or HELOC. Finally, they help a caller who wonders whether a lump-sum pension payout is the correct course of action. Join Money Matters: Get your most pressing ...
A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
July 16, 2022 13:00 - 52 minutes - 72.6 MBDo the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask...
When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.
July 09, 2022 13:00 - 50 minutes - 70.1 MBOn this week’s Money Matters, Scott and Pat spell out what you absolutely need insurance for. Then, they walk a caller through the process of doing a backdoor Roth IRA conversion. You’ll hear the honest advice Scott and Pat give a retiree who wants to take money from her IRA to pay down her car. Finally, Scott and Pat play a little retirement fact or fiction. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-a...
When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.
July 02, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice. Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off his home. Join Money Matters: Get your most pressing financial questions...
Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.
June 25, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat extract the bull from bear markets. Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA. A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 83...
Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.
June 18, 2022 13:00 - 1 hour - 82.6 MBOn this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope. Then Scott and Pat help a high school teacher who is unsure where his money should be invested. Finally, a man who sought out investment information from a dozen firms ends up on the phone with Scott and Pat. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air...
Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?
June 11, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions. You’ll hear advice for a man who wants to be more aggressive with his rollover IRA. Finally, guidance for a husband who hopes he can build a home and retire in Florida. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be o...
Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money
June 04, 2022 13:00 - 52 minutes - 72.6 MBOn this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an IRA that’s bleeding money. Are her investments too aggressive? Plus, guidance for a couple who wonders whether they should cash out their life insurance policies. Finally, a roadmap for a younger retiree who wants to do something with $75,000 in cash. Join Money Matters: Get your most pressing financial questions answered by Allworth's CE...
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
May 28, 2022 13:00 - 51 minutes - 71.2 MBOn this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provide guidance for a worker who lost out on a full pension after having an allergic reaction to the COVID vaccine. You’ll hear advice for a man thinking of moving equity from his homes into the bank. Finally, they help a couple decide whether there’s enough money to buy a dream home. Join Money Matters: Get your most pressing financial questi...
The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing
May 21, 2022 13:00 - 51 minutes - 71.2 MBOn this week’s Money Matters, Scott and Pat explore the real reasons for inflation with one of the world’s leading authorities on monetary policy and economic history. Then, they deliver a warning for a woman who is considering taking out a 401(k) loan to pay off credit card debt. You’ll hear honest advice for a man who wants to accelerate paying off his home. Finally, what a pig farmer can teach us about investing. Join Money Matters: Get your most pressing financial questions answe...
A perfect example of financial planning, and a house call to a man who “accidentally retired”
May 14, 2022 13:00 - 51 minutes - 70.5 MBOn this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security. Then they guide a retiree and single mother who wants to financially help her daughter pursue her dreams. Finally, Scott and Pat make a house call to a man who once called the show and said he “accidentally retired.” Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live ...
Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off
May 07, 2022 13:00 - 51 minutes - 70.7 MBOn this week’s Money Matters, Scott and Pat discuss Wall Street whiplash and what it means for long term investors. Then they provide advice for a woman concerned about her bond allocation. You’ll hear guidance for a woman who wants to know whether it’s time for her husband to retire. Finally, how just a few extra years of work can really pay off. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833...