Podcast

Money Matters by Allworth Financial

Author: Allworth Financial
Feed episode count: 500
Official site: http://www.moneymatters.com
RSS: http://podcast.moneymatters.com/feed.xml
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Summary

For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates. Join the conversation, ask Scott and Pat your financial questions, by sending an email to [email protected].

Episodes

Jul 25, 2026 · not_requested

Multi-Million Dollar Retirement: Roth Conversions & Estate Planning

Duration seconds: 3311
Source: http://podcast.moneymatters.com/e/multi-million-dollar-retirement-roth-conversions-estate-planning/

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Jul 18, 2026 · not_requested

$2.1M Gifting & Business Exits: Estate Planning Case Studies

Duration seconds: 2963
Source: http://podcast.moneymatters.com/e/21m-gifting-business-exits-estate-planning-case-studies/

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Jul 11, 2026 · not_requested

$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies

Duration seconds: 2271
Source: http://podcast.moneymatters.com/e/450k-salaries-11m-portfolios-two-retirement-case-studies/

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Jul 4, 2026 · not_requested

Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?

Duration seconds: 2399
Source: http://podcast.moneymatters.com/e/roth-conversions-the-5m-case-study-is-your-portfolio-too-concentrated/

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Jun 27, 2026 · not_requested

$10M Retirement: The Tax Mistake High Earners Make

Duration seconds: 2462
Source: http://podcast.moneymatters.com/e/10m-retirement-the-tax-mistake-high-earners-make/

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Jun 20, 2026 · not_requested

Managing AI Risk, Roth Strategies, and the Annuity Trap

Duration seconds: 2432
Source: http://podcast.moneymatters.com/e/managing-ai-risk-roth-strategies-and-the-annuity-trap/

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Jun 13, 2026 · not_requested

Roth Conversion Strategies: Should You Convert or Keep Your IRA?

Duration seconds: 3064
Source: http://podcast.moneymatters.com/e/roth-conversion-strategies-should-you-convert-or-keep-your-ira/

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Jun 6, 2026 · not_requested

Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management

Duration seconds: 3039
Source: http://podcast.moneymatters.com/e/tax-efficient-strategies-for-million-dollar-portfolios-roth-conversions-ai-investing-stock-risk-management/

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May 30, 2026 · not_requested

Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford

Duration seconds: 2559
Source: http://podcast.moneymatters.com/e/roth-conversions-retirement-tax-planning-how-much-house-retirees-can-afford/

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May 23, 2026 · not_requested

The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money

Duration seconds: 2490
Source: http://podcast.moneymatters.com/e/the-psychology-of-investing-retirement-why-smart-investors-still-fear-spending-money/

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May 16, 2026 · not_requested

Real-Life Investing Decisions: How to Simplify Retirement, Taxes, and Financial Planning

Duration seconds: 2879
Source: http://podcast.moneymatters.com/e/real-life-investing-decisions-how-to-simplify-retirement-taxes-and-financial-planning/

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May 9, 2026 · not_requested

How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending

Duration seconds: 2115
Source: http://podcast.moneymatters.com/e/how-much-money-do-you-need-to-retire-why-a-financial-plan-matters-more/

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May 2, 2026 · not_requested

How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance

Duration seconds: 2661
Source: http://podcast.moneymatters.com/e/how-to-reduce-taxes-in-retirement-protect-your-kids-inheritance/

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Apr 25, 2026 · not_requested

Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning

Duration seconds: 2463
Source: http://podcast.moneymatters.com/e/beyond-index-funds-advanced-tax-strategies-direct-indexing-smart-trust-planning/

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Apr 18, 2026 · not_requested

Concentrated Stock Positions: How to Avoid Big Taxes

Duration seconds: 2239
Source: http://podcast.moneymatters.com/e/concentrated-stock-positions-how-to-avoid-big-taxes/

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Apr 11, 2026 · not_requested

Can I Retire With $5 Million? Planning the Next Chapter

Duration seconds: 2857
Source: http://podcast.moneymatters.com/e/can-i-retire-with-5-million-planning-the-next-chapter/

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Apr 4, 2026 · not_requested

Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid

Duration seconds: 3108
Source: http://podcast.moneymatters.com/e/tax-strategies-for-larger-portfolios-direct-indexing-estate-planning-what-to-avoid/

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Mar 28, 2026 · not_requested

Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors

Duration seconds: 3187
Source: http://podcast.moneymatters.com/e/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors/

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Mar 21, 2026 · not_requested

Smart Tax Strategies for High Net Worth Investors

Duration seconds: 2722
Source: http://podcast.moneymatters.com/e/smart-tax-strategies-for-high-net-worth-investors/

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Mar 14, 2026 · not_requested

Roth Conversion & Direct Indexing Strategies

Duration seconds: 2572
Source: http://podcast.moneymatters.com/e/roth-conversion-direct-indexing-strategies/

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Mar 7, 2026 · not_requested

Smart Tax Diversification & Roth Conversions

Duration seconds: 3100
Source: http://podcast.moneymatters.com/e/smart-tax-diversification-roth-conversions/

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Feb 28, 2026 · not_requested

Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios

Duration seconds: 3288
Source: http://podcast.moneymatters.com/e/roth-vs-401k-hsa-withdrawal-strategy-pension-rollover-advice-for-2m%e2%80%9310m-portfolios/

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Feb 21, 2026 · not_requested

Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs

Duration seconds: 3221
Source: http://podcast.moneymatters.com/e/big-financial-decisions-pensions-tax-strategy-and-leaving-money-to-heirs/

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Feb 14, 2026 · not_requested

A Common Tax Mistake Wealthy Investors Overlook

Duration seconds: 3011
Source: http://podcast.moneymatters.com/e/a-common-tax-mistake-wealthy-investors-overlook/

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Feb 7, 2026 · not_requested

When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)

Duration seconds: 2670
Source: http://podcast.moneymatters.com/e/when-roth-conversions-make-sense%e2%80%94and-when-they-don-t-plus-irmaa-traps-to-avoid/

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Jan 31, 2026 · not_requested

401(k) Roth Rule Change + Balancing Pensions and Roth IRAs

Duration seconds: 2923
Source: http://podcast.moneymatters.com/e/401k-roth-rule-change-balancing-pensions-and-roth-iras/

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Jan 24, 2026 · not_requested

Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios

Duration seconds: 3344
Source: http://podcast.moneymatters.com/e/roth-conversions-annuities-and-smart-tax-moves-for-million-dollar-portfolios/

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Jan 17, 2026 · not_requested

Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess

Duration seconds: 3189
Source: http://podcast.moneymatters.com/e/money-strategy-roth-questions-tax-brackets-and-solving-a-35-investment-account-mess/

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Jan 10, 2026 · not_requested

$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families

Duration seconds: 3412
Source: http://podcast.moneymatters.com/e/8-million-decisions-mom-s-nest-egg-real-talk-for-high-net-worth-families/

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Jan 6, 2026 · not_requested

Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios

Duration seconds: 2492
Source: http://podcast.moneymatters.com/e/roth-ira-or-401k-smart-moves-for-investors-with-1m-portfolios/

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Dec 27, 2025 · not_requested

Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights

Duration seconds: 2380
Source: http://podcast.moneymatters.com/e/tax-savvy-income-strategies-stock-gains-without-selling-and-insurance-insights/

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Dec 20, 2025 · not_requested

Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+

Duration seconds: 3077
Source: http://podcast.moneymatters.com/e/roth-ira-strategy-high-net-worth-moves-and-building-wealth-with-6m/

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Dec 13, 2025 · not_requested

Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds

Duration seconds: 2785
Source: http://podcast.moneymatters.com/e/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds/

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