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Money Matters by Allworth Financial

by Allworth Financial

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Latest episodes

$1M+ Retirement Strategy: How to Build Sustainable Income

October 10, 2026 · 44 min

How do you turn a lifetime of saving into reliable, tax-smart retirement income? In this episode of Money Matters, Scott and Pat break down what investors with $1M+ need to know when transitioning from building wealth to generating income…
Can You "Die with Zero?" | Spending Down Multi-Million Portfolios

October 3, 2026 · 46 min

Can you truly "Die with Zero" when you’ve built a multi-million-dollar portfolio? On this episode of Money Matters, Scott and Pat dive into real-world retirement scenarios covering aggressive tax strategies, spend-down plans, and smart…
Roth Conversion Mistakes & the Real Value of a Financial Advisor

September 26, 2026 · 43 min

Is it possible to do a Roth conversion too early? In this episode of Money Matters, Scott and Pat break down why the timing of your tax planning matters just as much as the strategy itself. They answer real listener questions on…
Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs

September 19, 2026 · 40 min

Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account before you stop working make mathematical sense? In this episode of Allworth’s Money Matters, Scott and Pat walk through real-world…
Financial Planning: Stress Testing, Early Retirement & RMDs

September 12, 2026 · 46 min

Are your retirement assumptions realistic, or is your financial plan relying on best-case scenarios? In this episode of Money Matters, Scott and Pat dive into the practical realities of long-term planning—from preparing for market…

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When Can You Retire? Making the Most of Your Savings

September 5, 2026 · 44 min

When can you retire? It’s one of the biggest financial questions you’ll ever answer—and knowing you have enough is about more than reaching a certain number. In this episode of Allworth’s Money Matters, Scott and Pat help a 57-year-old…
Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity

August 29, 2026 · 57 min

Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of Money Matters, Scott and Pat help one investor weigh big decisions—from helping adult children buy homes to managing portfolio…
Protecting Wealth: Taxes, Concentrated Stock and Risk

August 22, 2026 · 42 min

How do you protect a lifetime of savings when tax laws and changing life goals shift your priorities? In this episode of Money Matters, Scott and Pat explore wealth preservation, from managing concentrated stock positions and real estate…
$3M+ Retirement: Long-Term Care, Early Inheritances & The "3 C's" Strategy

August 15, 2026 · 44 min

Are you prepared for the complexities of a high-value retirement? In this episode of Allworth’s Money Matters, Scott and Pat break down real-world case studies for a $3M+ retirement, specifically focusing on the math behind long-term care…
AI Investing Insights & Strategies for RSUs and Roth Conversions

August 8, 2026 · 58 min

In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are joined by Dr. Apollo Lupescu from Dimensional Fund Advisors to discuss the "AI Ownership…
Case Studies: Protecting Your Legacy from IRA and Insurance Traps

August 1, 2026 · 43 min

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 difference between being sold a product and receiving fiduciary advice. First, they talk with a caller…
Multi-Million Dollar Retirement: Roth Conversions & Estate Planning

July 25, 2026 · 55 min

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 Pat dive into the complexities of high-net-worth retirement, focusing on the critical shift from…

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About the show

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.