
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...
Radio and PodcastLive Radio & PodcastsOpening Radio and Podcast...

Radio and PodcastLive Radio & PodcastsFetching podcast shows and categories...
Radio and PodcastLive Radio & PodcastsFetching podcast episodes...

For more than 20 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.

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...

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...

This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximi...

How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allwo...

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...

In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while ano...

In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether...

In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million...

In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes,...

In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planni...

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...

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...

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...

In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and...

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...

In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking a...

In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids,...

In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks...

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. O...

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key...

What would you do with over $6 million? In this episode of Allworth’s Money Matters, Scott and Pat take a call from a couple in their early...

In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conve...

On this week’s Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differenc...

In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth’s Head of Private Wealth Strategies, about smart p...

In this value-packed episode of Allworth’s Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigat...

On this week’s Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account,...

On this week’s Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign...

On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they bre...

On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shi...

On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes...

Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so...

On this week’s Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matte...

Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with e...

Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Sc...

On this week’s Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why...

On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as...

On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we...

On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce li...

On this week’s Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart o...

On this week’s Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should he...

On this week’s Money Matters, Scott and Pat explore one of the summer’s hottest—and most questionable—investment trends: small companies piv...

On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the r...

On this week’s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old milli...

On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter...

On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retir...

On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunde...

On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of t...

On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—...

On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for invest...

On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They...