• Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.
    Nov 23 2024

    On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle listener questions, including one about ensuring financial stability for a younger spouse and another on optimizing Social Security benefits for long-term security. Later, in a lively discussion with Allworth's Director of Client Experience, Victoria Bogner, they examine the potential impact of political changes on tax policies, interest rates, and Social Security. They also discuss how tariffs and trade disputes impact the economy and highlight the importance of tax planning for high-income earners.

    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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    45 mins
  • Allworth's Money Matters Podcast Trailer
    Nov 18 2024

    Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over 25 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.

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    1 min
  • Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
    Nov 16 2024

    On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla stocks. Then, they engage with callers to address pressing financial concerns, from managing mortgages and retirement planning to making informed decisions about real estate investments. Plus, they discuss the implications of interest rates, the potential pitfalls of commercial real estate, and the importance of diversification for long-term financial stability.

    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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    44 mins
  • The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
    Nov 9 2024

    On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on corporate profits and investor sentiment. Then, they tackle listener questions, including a man contemplating selling a cell tower lease and another caller assessing their readiness for retirement. Plus, they discuss the Federal Reserve's recent interest rate cut and its implications for the broader economy. Finally, enjoy a lighter moment as Scott shares his experience in a self-driving car, highlighting the ever-evolving landscape of technology and transportation.

    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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    1 hr
  • Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
    Nov 2 2024

    On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistakes despite her expertise. Finally, Scott and Pat guide callers facing unique financial dilemmas. From decisions about selling a home to addressing fears about retirement savings, Scott and Pat offer practical advice tailored to individual circumstances.

    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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    53 mins
  • Navigating direct indexing, Roth conversions, real estate, and AI concerns.
    Oct 26 2024

    On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models.

    In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of managing multiple properties. They also delve into the benefits and timing of Roth IRA conversions, emphasizing the importance of personalized financial planning.

    Whether you're curious about the financial world or need specific advice on your financial situation, this episode is packed with actionable insights and engaging discussions.

    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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    53 mins
  • Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
    Oct 19 2024

    On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial capital gains and estate simplification.

    Listeners will gain valuable insights into the benefits of donor-advised funds for tax-efficient charitable giving and learn about innovative wealth strategies for modern investors. With expert advice on navigating market volatility, maximizing growth potential, and optimizing tax efficiency, this episode is a must-listen for anyone seeking to enhance their financial well-being.

    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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    52 mins
  • Money Matters: Navigating financial decisions amidst market uncertainty.
    Oct 12 2024

    On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans.

    Additionally, special guest Apollo Lupescu from Dimensional Fund Advisors joins the discussion, providing a comprehensive analysis of how political shifts, such as presidential elections, can impact the stock market. Lupescu emphasizes the importance of separating emotion from evidence in financial decision-making, offering valuable insights into market behavior and investment strategies.

    Tune in to gain a deeper understanding of how to navigate your financial future amidst market uncertainty and political changes.

    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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    52 mins