{"podcast":{"title":"Money Matters by Allworth Financial","slug":"money-matters-by-allworth-financial-173477","podcast_index_feed_id":173477,"rss_url":"http://podcast.moneymatters.com/feed.xml","website_url":"http://www.moneymatters.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/729307/Image20250130122520.jpg","author":"Allworth Financial","episode_count":500,"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 questions@moneymatters.com.","last_synced_at":"2026-07-26T12:18:32.077702+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477"},"episode":{"title":"$2.1M Gifting & Business Exits: Estate Planning Case Studies","slug":"2-1m-gifting-business-exits-estate-planning-case-studies","published_at":"2026-07-18T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/2-1m-gifting-business-exits-estate-planning-case-studies","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/21m-gifting-business-exits-estate-planning-case-studies/","audio_url":"https://mcdn.podbean.com/mf/web/zw74xrt7h95nygr3/AWMM_2026718_PODCAST9oiw0.mp3","summary":"How do you turn a \"jackpot moment\" into a lasting family legacy? In this episode of Allworth’s Money Matters, Scott is joined by partner advisor Richard Del Monte (while Pat is on vacation) to tackle the complexities of wealth transitions and family gifting. Through a $2.1 million case study, the team discusses how to support adult children through \"giving while living\" without creating family conflict. Then, Simone Devenny, Allworth’s Head of Private Wealth Strategies, joins to share a masterclass in succession planning for business owners. Using a multi-million dollar business exit as a guide, she breaks down the financial planning techniques needed to minimize taxes and protect your legacy during a major liquidity event. Highlights include: The Gifting Dilemma: Managing \"warm hearts vs. cold hands\" in a $2.1M portfolio. The Business Exit: Estate strategies for multi-million dollar sales. Family Transparency: How to mentor the next generation on wealth. Tax Strategy: Sophisticated ways to protect your business proceeds. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.","meta_description":"How do you turn a \"jackpot moment\" into a lasting family legacy? In this episode of Allworth’s Money Matters, Scott is joined by partner advisor Richard D…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2963,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/2-1m-gifting-business-exits-estate-planning-case-studies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/2-1m-gifting-business-exits-estate-planning-case-studies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}