Allworth Financial‘s Money Matters
Hosted by Pat McClain and Scott Hanson · Allworth Financial
4.7from 995 ratings
- 552
- Episodes
- 145
- Transcribed
- 995
- Ratings
- Daily
- Cadence
- 2015
- First episode
- 163K
- YouTube views
About Allworth Financial‘s Money Matters
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: -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? Take Money Matters with you each week. Download the show wherever you get your podcasts.
- Publisher
- Allworth Financial
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 23 Feb 2015
- Latest episode
- 3 Oct 2026
Latest episodes
145 of 552 episodes have a transcript.
3 Oct 2026TRANSCRIPT
Can You "Die with Zero?" | Spending Down Multi-Million Portfolios
26 Sept 2026TRANSCRIPT
Roth Conversion Mistakes & the Real Value of a Financial Advisor
19 Sept 2026TRANSCRIPT
Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs
Inside a recent episode
Can You "Die with Zero?" | Spending Down Multi-Million Portfolios
Published 3 Oct 2026 · Transcript excerpt
[…] Um, and then, you know, my new biz, I mean, I think it has a valuation today of 2 million. Um, I think, yeah, thank you. I think in, you know, seven years, it's probably like a $7 million exit, maybe North. It's something that is saleable. And then the wife's business, not too sure on the valuations, e-commerce. So she kind of downsized it, but it still puts off a nice monthly profit. And so what's your question for us? Yeah, so the main question is, you know, being that our goal is to deplete most of our assets, you know, before death, how do we go about adjusting spending annually, you know, while leaving a margin of safety? […]
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See plansWho has been a guest on Allworth Financial‘s Money Matters
Names identified in recent episode analyses. Showing up to five guests.
- Mark Shone
- Andy Stout
- Tom Kaiser
- Ben Abraham
- Dr Apollo Lupescu
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 162,791
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.7 / 5
- 845 ratings
- Spotify
- 4.8 / 5
- 150 ratings
Podcast Authority Score: 77 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 81
- Social presence
- 0
- YouTube
- 82
- Engagement
- 99
Contact Allworth Financial‘s Money Matters
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Allworth Financial‘s Money Matters
Who hosts Allworth Financial‘s Money Matters?
Pat McClain and Scott Hanson host the show. Published by Allworth Financial.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Allworth Financial‘s Money Matters take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
145 of 552 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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