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...
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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.
Allworth Financial‘s Money Matters Podcast Guide
Listen to Allworth Financial‘s Money Matters, a Business podcast by Allworth Financial. Stream 506 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 506 episodesTax 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...
Roth Conversion & Direct Indexing Strategies
In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes,...
Smart Tax Diversification & Roth Conversions
In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planni...
Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it...
Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs
Taxes can quietly shape some of the biggest financial decisions you’ll ever make — from choosing how to take a pension to deciding how to le...
A Common Tax Mistake Wealthy Investors Overlook
In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite v...
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and...
401(k) Roth Rule Change + Balancing Pensions and Roth IRAs
In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-u...