Podcast thumbnail for Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

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by Allworth Financial

4.8(148 reviews)
542 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
77

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality81
Social0
YouTube82
Engagement99

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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77

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality81
Social0
YouTube82
Engagement99
10
Excellent Areas
1
Good Performance
8
Growth Opportunities
excellent
Publishing Consistency
Every 8 days
Performing excellently!
good
Show Notes Quality
3.0/5

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Recent Episodes

Episode thumbnail for Multi-Million Dollar Retirement: Roth Conversions & Estate Planning

July 25, 2026

Multi-Million Dollar Retirement: Roth Conversions & Estate Planning

Scott Hanson and Pat McClain interview each other about strategic Roth conversions and estate planning for multi-million dollar retirements, revealing how to manage wealth and find joy in giving.

Episode thumbnail for $2.1M Gifting & Business Exits: Estate Planning Case Studies

July 18, 2026

$2.1M Gifting & Business Exits: Estate Planning Case Studies

Host Scott Hanson interviews Richard Del Monte and Simone Devenny about estate planning case studies involving significant gifting and business exits, offering insights into wealth transitions and legacy protection.

Episode thumbnail for $450k Salaries & $1.1M Portfolios: Two Retirement Case Studies

July 11, 2026

$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies

Richard Del Monte and Scott Hanson analyze two retirement case studies, revealing how high earners navigate complex plans and couples avoid common retirement pitfalls.

542 total episodes available with 135 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.

Richard Del Monte

Guest

Simone Devenny

Guest

Victoria Bogner

Guest

Laurie Ingwersen

Guest

Hal Hershfield

Guest

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Frequently asked questions

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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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