Allworth Financial's Money Matters

With Scott Hanson and Pat McClain

Allworth Financial's Money Matters

  • 1 minute 29 seconds
    Allworth's Money Matters Podcast Trailer

    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.

    18 November 2024, 10:06 pm
  • 43 minutes 51 seconds
    Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

    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 [email protected].

    Download and rate our podcast here.

     

     

    16 November 2024, 1:00 pm
  • 59 minutes 56 seconds
    The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

    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 [email protected].

    Download and rate our podcast here.

     

    9 November 2024, 1:00 pm
  • 52 minutes 39 seconds
    Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

    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 [email protected].

    Download and rate our podcast here.

    2 November 2024, 1:00 pm
  • 53 minutes 27 seconds
    Navigating direct indexing, Roth conversions, real estate, and AI concerns.

    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 [email protected].

    Download and rate our podcast here.

    26 October 2024, 1:00 pm
  • 52 minutes 19 seconds
    Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

    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 [email protected].

    Download and rate our podcast here.

     

    19 October 2024, 1:00 pm
  • 51 minutes 44 seconds
    Money Matters: Navigating financial decisions amidst market uncertainty.

    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 [email protected].

    Download and rate our podcast here.

    12 October 2024, 1:00 pm
  • 51 minutes 29 seconds
    Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.

    On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredictable nature of short-term market movements and the importance of staying focused on long-term financial goals. 

    In an enlightening call-in segment, Scott and Pat assist Jeff from Ohio with a query about Roth conversions, offering tailored advice to help him make informed decisions about his retirement savings. This episode also highlights the importance of having a will or trust, even for those who are single, to ensure that assets are distributed according to one's wishes, rather than leaving it to state laws.

    Scott and Pat share anecdotes and insights on navigating financial planning, emphasizing the importance of empathy in advising clients. They discuss the critical role of a financial advisor in guiding clients away from irreversible mistakes, underscoring the value of clear communication and understanding in financial decision-making.

    With discussions ranging from the pitfalls of certain financial products to the significance of having a solid estate plan, this episode is packed with valuable insights for anyone interested in securing their financial future.

     

    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 [email protected].

    Download and rate our podcast here.

    5 October 2024, 1:00 pm
  • 52 minutes 56 seconds
    Navigating Financial Turbulence: Election Impacts and Investment Strategies

    On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. They discuss how market reactions to political events can be misleading and why it's crucial to focus on long-term investment strategies rather than short-term market fluctuations.

    They tackle the myths surrounding unrealized capital gains and their potential impact on your 401(k), shedding light on the misinformation perpetuated by the media. They emphasize the importance of understanding real rates of return and how inflation affects your investment portfolio.

    Scott and Pat provide insights into maintaining a balanced investment approach, considering factors such as timeline, risk tolerance, and life changes. They also share personal anecdotes to illustrate the importance of thoughtful financial planning.

    Finally, they answer listener questions on various topics, from setting up irrevocable trusts to making charitable contributions through IRAs.

     

    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 [email protected].

    Download and rate our podcast here.

    28 September 2024, 1:00 pm
  • 41 minutes 34 seconds
    Maximizing financial strategies, understanding Buffered ETFs, and estate planning.

    On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to optimize your financial health before the year ends.

    They also take a deep dive into Buffered ETFs with Allworth's Victoria Bogner, a Chartered Financial Analyst and Certified Financial Planner. Victoria explains how buffered ETFs work, their benefits, and the ideal circumstances under which they should be used. Whether you're nearing retirement or a risk-averse investor, you'll find valuable insights on how to incorporate these into your portfolio.

    Lastly, Scott and Pat address listener questions about Social Security benefits and estate planning, offering practical advice to ensure you're making the most of your financial resources.

    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 [email protected].

    Download and rate our podcast here.

    21 September 2024, 1:00 pm
  • 52 minutes 37 seconds
    Navigating financial waters: Investments, retirement, and risk.

    On this week’s Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and the importance of understanding risk premiums. Scott and Pat also share some personal stories that highlight the long-term benefits of smart investing and staying the course.

    They also tackle listener calls, offering advice on retirement planning, the best investment options between CDs and treasury bonds, and how to effectively manage a portfolio for long-term growth.

    If you've ever wondered about the right time to retire, how to balance your portfolio, or just need some financial guidance, this episode is packed with valuable insights.

    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 [email protected].

    Download and rate our podcast here.

    14 September 2024, 1:00 pm
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