Case Studies: Protecting Your Legacy from IRA and Insurance Traps
In this episode of Allworth’s Money Matters, Scott and Pat take a deep dive into two real-world case studies that highlight the critical dif...
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Allworth Financial‘s Money Matters
For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
Episodes
20 of 513 episodesMulti-Million Dollar Retirement: Roth Conversions & Estate Planning
What does it take to manage a multi-million dollar portfolio once you’ve stopped adding to it? In this episode of Money Matters, Scott and P...
$2.1M Gifting & Business Exits: Estate Planning Case Studies
How do you turn a "jackpot moment" into a lasting family legacy? In this episode of Allworth’s Money Matters, Scott is joined by partner adv...
$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies
While Pat is on vacation, Scott and partner advisor Richard Del Monte break down two high-stakes financial scenarios that highlight the diff...
Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?
In this episode of Money Matters, Scott and Pat dive into a $5M client case study on the hidden dangers of stock concentration and explain w...
$10M Retirement: The Tax Mistake High Earners Make
Can you support your adult children without derailing your retirement? In this episode of Money Matters, Scott and Pat dive into the financi...
Managing AI Risk, Roth Strategies, and the Annuity Trap
Is the current AI boom a repeat of 1999? In this episode of Money Matters, Scott and Pat dive into the "irrational exuberance" surrounding t...
Roth Conversion Strategies: Should You Convert or Keep Your IRA?
When does a Roth Conversion make sense—and when could it be a costly mistake? In this episode of Money Matters, Scott and Pat tackle one of...
Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management
How do you make smart financial decisions after you've already built significant wealth? In this week's episode of Allworth's Money Matters,...
Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford
After decades of saving and investing, how do you know when it’s okay to truly enjoy your money? In this episode of Money Matters, Scott and...
The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money
Why do so many successful investors struggle to actually enjoy the wealth they’ve built? In this Memorial Day weekend episode of Allworth’s...
Real-Life Investing Decisions: How to Simplify Retirement, Taxes, and Financial Planning
When it comes to investing, the most important decisions aren’t made in theory—they happen in real life. In this episode of Allworth’s Money...
How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fit together. In this episode of Mone...
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ul...
Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximi...
Concentrated Stock Positions: How to Avoid Big Taxes
How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allwo...
Can I Retire With $5 Million? Planning the Next Chapter
For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pa...
Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while ano...
Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors
In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether...
Smart Tax Strategies for High Net Worth Investors
In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million...