Allworth Financial's Money Matters

With Scott Hanson and Pat McClain

Allworth Financial's Money Matters

  • 23 March 2024, 1:00 pm

    Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

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    52 minutes 41 seconds
  • 16 March 2024, 1:00 pm

    The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

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    43 minutes 19 seconds
  • 9 March 2024, 1:00 pm

    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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    52 minutes
  • 2 March 2024, 1:00 pm

    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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    44 minutes 35 seconds
  • 24 February 2024, 1:00 pm

    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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    45 minutes 24 seconds
  • 17 February 2024, 1:00 pm

    A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

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    52 minutes 33 seconds
  • 10 February 2024, 1:00 pm

    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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    52 minutes 40 seconds
  • 3 February 2024, 1:00 pm

    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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    52 minutes 28 seconds
  • 2 February 2024, 8:14 pm

    Allworth's Money Matters Podcast Trailer

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    1 minute 48 seconds
  • 27 January 2024, 1:00 pm

    A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

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    46 minutes 12 seconds
  • 20 January 2024, 1:00 pm

    Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

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    51 minutes 37 seconds
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