Allworth Financial‘s Money Matters
Claim This Podcastby Allworth Financial
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Podcast Overview
<p>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 high-net-worth investors with questions like:</p> <p>-Should I do Roth conversions?<br />-Are there tax strategies I should be using?<br />-Do I have the proper estate plan?<br />-Is my portfolio allocation diverse enough?<br />-Will I retire on time?<br /><br />Take Money Matters with you each week. Download the show wherever you get your podcasts.</p>
Language
🇺🇲
Publishing Since
2/23/2015
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Recent Episodes
June 6, 2026
Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management
Allworth Financial co-founders Scott Hanson and Pat McClain interview advisor Laurie Ingwersen about tax-efficient strategies for million-dollar portfolios, including Roth conversions and stock risk management.
May 30, 2026
Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford
Scott Hanson and Pat McClain interview listeners about Roth conversions, retirement tax planning, and determining affordable housing for retirees.
May 23, 2026
The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money
Allworth Financial hosts Scott Hanson and Pat McClain interview UCLA professor Hal Hershfield about the psychology of investing and retirement, revealing why smart investors fear spending their wealth.
535 total episodes available with 127 transcripts
Recent guests on Allworth Financial‘s Money Matters
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Laurie Ingwersen
Guest
Hal Hershfield
Guest
two millionaires
Guest
Victoria Bogner
Guest
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Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Allworth Financial‘s Money Matters?
<p>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 high-net-worth investors with questions like:</p> <p>-Should I do Roth conversions?<br />-Are there tax strategies I should be using?<br />-Do I have the proper estate plan?<br />-Is my portfolio allocation diverse enough?<br />-Will I retire on time?<br /><br />Take Money Matters with you each week. Download the show wherever you get your podcasts.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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