Allworth Financial‘s Money Matters

519 - 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.

Affari e Finanza

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.

Altri episodi

519 - 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.

Sat, 01 Jun 2024
518 - The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

Sat, 25 May 2024
517 - A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.

Sat, 18 May 2024
516 - 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.

Sat, 11 May 2024
515 - Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

Sat, 04 May 2024
514 - A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

Sat, 27 Apr 2024
513 - 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.

Sat, 20 Apr 2024
512 - 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.

Sat, 13 Apr 2024
511 - The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

Sat, 06 Apr 2024
510 - 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.

Sat, 30 Mar 2024
509 - Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

Sat, 23 Mar 2024
508 - The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

Sat, 16 Mar 2024
507 - Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

Sat, 09 Mar 2024
506 - The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

Sat, 02 Mar 2024
505 - A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

Sat, 24 Feb 2024
504 - A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

Sat, 17 Feb 2024
503 - A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Sat, 10 Feb 2024
502 - 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.

Sat, 03 Feb 2024
501 - Allworth's Money Matters Podcast Trailer

Fri, 02 Feb 2024
500 - A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Sat, 27 Jan 2024
499 - Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

Sat, 20 Jan 2024
498 - The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

Sat, 13 Jan 2024
497 - A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Sat, 06 Jan 2024
496 - Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Sat, 30 Dec 2023
495 - Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

Sat, 23 Dec 2023
494 - 2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

Sat, 16 Dec 2023
493 - After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

Sat, 09 Dec 2023
492 - The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

Sat, 02 Dec 2023
491 - The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Sat, 25 Nov 2023
490 - Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

Sat, 18 Nov 2023
489 - How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

Sat, 11 Nov 2023
488 - The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

Sat, 04 Nov 2023
487 - The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Sat, 28 Oct 2023
486 - Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.

Sat, 21 Oct 2023
485 - Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.

Sat, 14 Oct 2023
484 - Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

Sat, 07 Oct 2023
483 - Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

Sat, 30 Sep 2023
482 - A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

Sat, 23 Sep 2023
481 - Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

Sat, 16 Sep 2023
480 - A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

Sat, 09 Sep 2023
479 - Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

Sat, 02 Sep 2023
478 - Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Sat, 26 Aug 2023
477 - Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.

Sat, 19 Aug 2023
476 - The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Sat, 12 Aug 2023
475 - The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

Sat, 05 Aug 2023
474 - The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

Sat, 29 Jul 2023
473 - Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

Sat, 22 Jul 2023
472 - Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

Sat, 15 Jul 2023
471 - The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

Sat, 08 Jul 2023
470 - The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

Sat, 01 Jul 2023

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