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.
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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.
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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…
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Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
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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, S…
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A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
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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. F…
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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.
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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…
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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.
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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 …
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The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
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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 …
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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.
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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 P…
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Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
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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 with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much c…
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The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
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On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has a complex investment situation, including a need for Roth conversions, followed by a conversation with a retired couple that…
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Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
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On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona m…
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The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
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On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars. A retiree from New York wants to know whether it makes sense to sell her home and rent. Finally, Scott and Pat …
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A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
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On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two inherited IRAs. A world traveler asks how to break the news to his father that he wants to invest in indexes instead of real e…
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A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
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On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who …
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A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
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On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandm…
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The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
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On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a sol…
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Allworth's Money Matters Podcast Trailer
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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.Bởi Allworth Financial
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A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
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On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, …
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Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
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On this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her risk tolerance with her husband’s. A Maryland caller wants to know whether she should pay off the mortgage on her second home. Finally, an Indiana father seeks guidance on how best to contribute to a 529…
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The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
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On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is the beneficiary of a trust asks for help navigating his complicated situation. A 57-year old caller wants to know why his employer won’t allow him to take a 401(k) distribution. Finally, Allworth adviso…
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A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
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On this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with…
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Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
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On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then, they help a caller figure out how to value the amount of a financial gift he won’t give for another five years. Plus, Scott and Pat make a house call to a California woman to see whether she took thei…
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Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
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On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after …
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2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
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On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss specific money resolutions to make for the new year. A 71-year-old retiree asks whether his recent Roth conversion was a bad decision. A caller married for ten years wants to know whether he should final…
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After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
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On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know whether he should make an after-tax contribution to his 401(k). The director of Allworth’s tax division breaks down strategic moves to make before the end of the year. Finally, a caller who just retired…
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The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
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On this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial planning technique. A North Carolina caller asks for guidance on a savings goal. An Ohio woman wants to know whether she should buy an annuity. Then, Scott and Pat have a candid conversation about what re…
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