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Cancel Home Subscribe Profile Allworth Financial‘s Money Matters http://podcast.moneymatters.com/feed.xml 2.9M Downloads 432 Episodes Share RSS 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. Episodes 4 days ago A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security. 4 days ago 4 days ago On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree with a surplus of money asks for help with an RMD strategy. Finally, a 63-year old wonders whether he should take Social Security early. 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 . Read more Likes Download 4.6K Share Saturday May 04, 2024 Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances. Saturday May 04, 2024 Saturday May 04, 2024 On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, Scott and Pat take a deep dive into Cathie Wood’s ARK funds, tackle a caller’s question about annuities, and provide peace of mind for a grandson about to inherit a large chunk of change. 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 . Read more Likes Download 6.6K Share Saturday Apr 27, 2024 A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock. Saturday Apr 27, 2024 Saturday Apr 27, 2024 On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. Finally, Scott and Pat discuss the connection between volatile leaders and company stock prices. 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 . Read more Likes Download 6.9K Share Saturday Apr 20, 2024 A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough. Saturday Apr 20, 2024 Saturday Apr 20, 2024 On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the show to explain how he helps clients when panic sets in. Finally, a Colorado man asks Scott and Pat whether they are worried about current price-to-earnings ratios. 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 . Read more Likes Download 7.2K Share Saturday Apr 13, 2024 Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time. Saturday Apr 13, 2024 Saturday Apr 13, 2024 On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado man asks for guidance on how to handle a six-figure inheritance. Finally, Scott and Pat reveal how you can spot a financial advisor who doesn’t act as a fiduciary 100% of the time. 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 . Read more Likes Download 6.8K Share Saturday Apr 06, 2024 The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams. Saturday Apr 06, 2024 Saturday Apr 06, 2024 On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried out once she passes. Finally, Scott and Pat advise a couple who has yet to dip into multiple income sources. 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 . Read more Likes 1 Download 7.5K Share Saturday Mar 30, 2024 The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing. Saturday Mar 30, 2024 Saturday Mar 30, 2024 On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a Pennsylvania caller wonders whether she should tithe from her Social Security income. 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 . Read more Likes 1 Download 8.4K Share Saturday Mar 23, 2024 Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds. Saturday Mar 23, 2024 Saturday Mar 23, 2024 On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller...