200 episodes
Allworth Financial‘s Money Matters Allworth Financial
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- Business
For more than 25 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; people who care about their financial health, and who need answers today. Do you have a question about investing, retirement or finance? Or are you a student of the markets? Then Money Matters is the show for you. 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.
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Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing and who would benefit from it. Finally, a California caller asks when she should withdraw money from her 457.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here. -
Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much Nvidia stock. Finally, a retiree wants to know whether political instability could impact his state’s pension system.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here. -
The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
On this week’s Money Matters, Scott and Pat explain why you should not get too excited about the AI stocks dominating the market. A man who fired his financial advisor 8 years ago asks whether it’s time to hire a new one. A North Carolina caller wants to know whether it makes sense to buy a home in Florida. A California woman who wants to sell her mother’s home asks where she should invest the proceeds. Finally, Scott and Pat discuss the connection between politics and your money, and take up the saga of GameStop and ‘Roaring Kitty.’
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here. -
The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of the Investing for Beginners podcast. They examine the challenges younger investors face.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here. -
The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.
On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the best way to take advantage of higher interest rates. A Maryland caller with millions in savings asks how he can consistently keep his income down. Finally, a man seeks guidance on how to generate income once the yearly payments he receives from the sale of a business run out.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here. -
The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income portion of her portfolio. Finally, a caller wants to know whether she needs permanent life insurance.
Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
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