# Money Matters by Allworth Financial

Page: https://stenobird.com/podcast/money-matters-by-allworth-financial-173477
Text version: https://stenobird.com/podcast/money-matters-by-allworth-financial-173477.md
RSS feed: http://podcast.moneymatters.com/feed.xml
Official site: http://www.moneymatters.com
Author: Allworth Financial
Episodes: 500

## Resource

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 questions@moneymatters.com.

## Machine-readable

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Markdown: https://stenobird.com/podcast/money-matters-by-allworth-financial-173477.md

## Episodes
- [Multi-Million Dollar Retirement: Roth Conversions & Estate Planning](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/multi-million-dollar-retirement-roth-conversions-estate-planning) — 2026-07-25T13:00:00+00:00
- [$2.1M Gifting & Business Exits: Estate Planning Case Studies](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/2-1m-gifting-business-exits-estate-planning-case-studies) — 2026-07-18T13:00:00+00:00
- [$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/450k-salaries-1-1m-portfolios-two-retirement-case-studies) — 2026-07-11T13:00:00+00:00
- [Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversions-the-5m-case-study-is-your-portfolio-too-concentrated) — 2026-07-04T13:00:00+00:00
- [$10M Retirement: The Tax Mistake High Earners Make](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/10m-retirement-the-tax-mistake-high-earners-make) — 2026-06-27T13:00:00+00:00
- [Managing AI Risk, Roth Strategies, and the Annuity Trap](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/managing-ai-risk-roth-strategies-and-the-annuity-trap) — 2026-06-20T13:00:00+00:00
- [Roth Conversion Strategies: Should You Convert or Keep Your IRA?](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversion-strategies-should-you-convert-or-keep-your-ira) — 2026-06-13T13:00:00+00:00
- [Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/tax-efficient-strategies-for-million-dollar-portfolios-roth-conversions-ai-investing-stock-risk-management) — 2026-06-06T13:00:00+00:00
- [Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversions-retirement-tax-planning-how-much-house-retirees-can-afford) — 2026-05-30T13:00:00+00:00
- [The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/the-psychology-of-investing-retirement-why-smart-investors-still-fear-spending-money) — 2026-05-23T13:00:00+00:00
- [Real-Life Investing Decisions: How to Simplify Retirement, Taxes, and Financial Planning](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/real-life-investing-decisions-how-to-simplify-retirement-taxes-and-financial-planning) — 2026-05-16T13:00:00+00:00
- [How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/how-much-money-do-you-need-to-retire-real-calls-on-inheritance-and-spending) — 2026-05-09T13:00:00+00:00
- [How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/how-to-reduce-taxes-in-retirement-protect-your-kids-inheritance) — 2026-05-02T13:00:00+00:00
- [Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/beyond-index-funds-advanced-tax-strategies-direct-indexing-smart-trust-planning) — 2026-04-25T13:00:00+00:00
- [Concentrated Stock Positions: How to Avoid Big Taxes](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/concentrated-stock-positions-how-to-avoid-big-taxes) — 2026-04-18T13:00:00+00:00
- [Can I Retire With $5 Million? Planning the Next Chapter](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/can-i-retire-with-5-million-planning-the-next-chapter) — 2026-04-11T13:00:00+00:00
- [Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/tax-strategies-for-larger-portfolios-direct-indexing-estate-planning-what-to-avoid) — 2026-04-04T13:00:00+00:00
- [Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors) — 2026-03-28T13:00:00+00:00
- [Smart Tax Strategies for High Net Worth Investors](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/smart-tax-strategies-for-high-net-worth-investors) — 2026-03-21T13:00:00+00:00
- [Roth Conversion & Direct Indexing Strategies](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversion-direct-indexing-strategies) — 2026-03-14T13:00:00+00:00
- [Smart Tax Diversification & Roth Conversions](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/smart-tax-diversification-roth-conversions) — 2026-03-07T13:00:00+00:00
- [Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-vs-401-k-hsa-withdrawal-strategy-pension-rollover-advice-for-2m-10m-portfolios) — 2026-02-28T13:00:00+00:00
- [Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/big-financial-decisions-pensions-tax-strategy-and-leaving-money-to-heirs) — 2026-02-21T13:00:00+00:00
- [A Common Tax Mistake Wealthy Investors Overlook](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/a-common-tax-mistake-wealthy-investors-overlook) — 2026-02-14T13:00:00+00:00
- [When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/when-roth-conversions-make-sense-and-when-they-don-t-plus-irmaa-traps-to-avoid) — 2026-02-07T13:00:00+00:00
- [401(k) Roth Rule Change + Balancing Pensions and Roth IRAs](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/401-k-roth-rule-change-balancing-pensions-and-roth-iras) — 2026-01-31T13:00:00+00:00
- [Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversions-annuities-and-smart-tax-moves-for-million-dollar-portfolios) — 2026-01-24T13:00:00+00:00
- [Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/money-strategy-roth-questions-tax-brackets-and-solving-a-35-investment-account-mess) — 2026-01-17T13:00:00+00:00
- [$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/8-million-decisions-mom-s-nest-egg-real-talk-for-high-net-worth-families) — 2026-01-10T13:00:00+00:00
- [Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-ira-or-401-k-smart-moves-for-investors-with-1m-portfolios) — 2026-01-06T20:25:25+00:00
- [Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/tax-savvy-income-strategies-stock-gains-without-selling-and-insurance-insights) — 2025-12-27T13:00:00+00:00
- [Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-ira-strategy-high-net-worth-moves-and-building-wealth-with-6m) — 2025-12-20T13:00:00+00:00
- [Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds](https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds) — 2025-12-13T13:00:00+00:00

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