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- 519 - 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.
On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the best way to take advantage of higher interest rates. A Maryland caller with millions in savings asks how he can consistently keep his income down. Finally, a man seeks guidance on how to generate income once the yearly payments he receives from the sale of a business run out. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 01 Jun 2024 - 53min - 518 - The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income portion of her portfolio. Finally, a caller wants to know whether she needs permanent life insurance. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 25 May 2024 - 52min - 517 - 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.
On this week’s Money Matters, Scott and Pat explain why sitting on the sidelines instead of in the stock market can be so detrimental to your retirement, especially now. They also discuss the return of meme-stock mania. An Ohio woman who is less than ten years from retirement asks where to park $50,000. A Michigan retiree who just got divorced needs help steering his financial ship. Finally, Scott and Pat revisit a caller who would rather live in Italy than use his father’s help to buy a home. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 18 May 2024 - 52min - 516 - 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.
On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 11 May 2024 - 45min - 515 - Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, Scott and Pat take a deep dive into Cathie Wood’s ARK funds, tackle a caller’s question about annuities, and provide peace of mind for a grandson about to inherit a large chunk of change. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 04 May 2024 - 43min - 514 - A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. Finally, Scott and Pat discuss the connection between volatile leaders and company stock prices. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 27 Apr 2024 - 52min - 513 - 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.
On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the show to explain how he helps clients when panic sets in. Finally, a Colorado man asks Scott and Pat whether they are worried about current price-to-earnings ratios. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 20 Apr 2024 - 52min - 512 - 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.
On 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 act as a fiduciary 100% of the time. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 13 Apr 2024 - 43min - 511 - The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 06 Apr 2024 - 52min - 510 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 30 Mar 2024 - 52min - 509 - Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 23 Mar 2024 - 52min - 508 - The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
On 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 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 questions@moneymatters.com.
Sat, 16 Mar 2024 - 43min - 507 - Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 09 Mar 2024 - 52min - 506 - The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 02 Mar 2024 - 44min - 505 - A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
On 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. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 24 Feb 2024 - 45min - 504 - A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 17 Feb 2024 - 52min - 503 - A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 10 Feb 2024 - 52min - 502 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 03 Feb 2024 - 52min - 501 - Allworth's Money Matters Podcast Trailer
Money 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.
Fri, 02 Feb 2024 - 01min - 500 - A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 27 Jan 2024 - 46min - 499 - Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
On 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! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 20 Jan 2024 - 51min - 498 - The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
On 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: 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 13 Jan 2024 - 59min - 497 - A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 06 Jan 2024 - 57min - 496 - Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 30 Dec 2023 - 52min - 495 - Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 23 Dec 2023 - 51min - 494 - 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 16 Dec 2023 - 52min - 493 - After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 09 Dec 2023 - 52min - 492 - The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 02 Dec 2023 - 44min - 491 - The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 25 Nov 2023 - 52min - 490 - Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
On 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 conversion. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 18 Nov 2023 - 51min - 489 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 11 Nov 2023 - 53min - 488 - The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 04 Nov 2023 - 52min - 487 - The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 28 Oct 2023 - 45min - 486 - 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.
On 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. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 21 Oct 2023 - 56min - 485 - Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
War 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 14 Oct 2023 - 44min - 484 - Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 07 Oct 2023 - 44min - 483 - Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 30 Sep 2023 - 52min - 482 - A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
On 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 pay dividends later. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 23 Sep 2023 - 52min - 481 - Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 16 Sep 2023 - 43min - 480 - A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
On 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. Finally, Scott and Pat help a woman looking for a new 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 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 09 Sep 2023 - 46min - 479 - Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 02 Sep 2023 - 52min - 478 - Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 26 Aug 2023 - 52min - 477 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 19 Aug 2023 - 51min - 476 - The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 12 Aug 2023 - 52min - 475 - The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 05 Aug 2023 - 52min - 474 - The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 29 Jul 2023 - 52min - 473 - Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 22 Jul 2023 - 45min - 472 - Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 15 Jul 2023 - 52min - 471 - The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
On 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: 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 08 Jul 2023 - 46min - 470 - The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 01 Jul 2023 - 43min - 469 - Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
On 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-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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 24 Jun 2023 - 52min - 468 - Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 17 Jun 2023 - 44min - 467 - The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 10 Jun 2023 - 52min - 466 - When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 03 Jun 2023 - 52min - 465 - Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 27 May 2023 - 52min - 464 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 20 May 2023 - 52min - 463 - The fight against inflation, a debt ceiling showdown, and your questions answered.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 13 May 2023 - 52min - 462 - 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.
On 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. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 06 May 2023 - 52min - 461 - Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 29 Apr 2023 - 52min - 460 - The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 22 Apr 2023 - 52min - 459 - Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.
On 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.
Sat, 15 Apr 2023 - 43min - 458 - When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 08 Apr 2023 - 52min - 457 - 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?
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 01 Apr 2023 - 37min - 456 - A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 25 Mar 2023 - 52min - 455 - 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.
On 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 choices right now. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 18 Mar 2023 - 1h 01min - 454 - A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
On 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.
Sat, 11 Mar 2023 - 52min - 453 - When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
Your 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 04 Mar 2023 - 52min - 452 - The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 25 Feb 2023 - 52min - 451 - The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 18 Feb 2023 - 44min - 450 - The future of Social Security, Roth conversions, and managing money during a job change.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 11 Feb 2023 - 55min - 449 - The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
On 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 ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 04 Feb 2023 - 52min - 448 - An IRA dilemma, a question about taxes, and why not all recessions are the same.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 28 Jan 2023 - 51min - 447 - How the fundamentals of investing will serve you well in 2023.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 21 Jan 2023 - 46min - 446 - The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 14 Jan 2023 - 52min - 445 - Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 07 Jan 2023 - 52min - 444 - Looking back at 2022 and preparing you for 2023 and beyond.
On 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 31 Dec 2022 - 25min - 443 - The most entertaining and informative calls of 2022.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 24 Dec 2022 - 52min - 442 - The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
On 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 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 questions@moneymatters.com.
Sat, 17 Dec 2022 - 52min - 441 - The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
On 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-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 10 Dec 2022 - 52min - 440 - Is the classic 60-40 portfolio model dead?
On 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.
Sat, 03 Dec 2022 - 52min - 439 - Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 26 Nov 2022 - 52min - 438 - The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
On 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! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 19 Nov 2022 - 52min - 437 - Rebalancing your portfolio, questions about Social Security, and where to allocate income.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 12 Nov 2022 - 44min - 436 - The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 05 Nov 2022 - 45min - 435 - Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 29 Oct 2022 - 56min - 434 - The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 22 Oct 2022 - 43min - 433 - Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 15 Oct 2022 - 52min - 432 - The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
On 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. 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 08 Oct 2022 - 51min - 431 - 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?
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 01 Oct 2022 - 51min - 430 - Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 24 Sep 2022 - 48min - 429 - 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.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 17 Sep 2022 - 52min - 428 - Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 10 Sep 2022 - 52min - 427 - Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 03 Sep 2022 - 52min - 426 - 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.
On 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 ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Sat, 27 Aug 2022 - 52min - 425 - Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
On 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.
Sat, 20 Aug 2022 - 52min - 424 - Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
On 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 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 questions@moneymatters.com. Download and rate our podcast here.
Sat, 13 Aug 2022 - 52min - 423 - Risk tolerance, advice on life insurance, and why tax time should be all the time
On 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 questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Sat, 06 Aug 2022 - 51min - 422 - The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
On 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 by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Sat, 30 Jul 2022 - 52min - 421 - How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
On 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 financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Sat, 23 Jul 2022 - 52min - 420 - A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
Do 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 a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Sat, 16 Jul 2022 - 52min
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