{"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":"A Common Tax Mistake Wealthy Investors Overlook","slug":"a-common-tax-mistake-wealthy-investors-overlook","published_at":"2026-02-14T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/a-common-tax-mistake-wealthy-investors-overlook","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/a-common-tax-mistake-wealthy-investors-overlook/","audio_url":"https://mcdn.podbean.com/mf/web/x4hpxb2ujbmvcg9g/AWMM_2026214_PODCAST71qhs.mp3","summary":"In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very different financial situations. From retirees with most of their money in IRAs to investors weighing Roth conversions and income strategies, the conversations show how easy it is to pay more in taxes than expected. They explain how this wealthy tax mistake often comes from tax-deferred concentration, why paying taxes from retirement accounts can shrink cash flow, and how poor timing can quietly turn into a long-term wealthy tax mistake. If you’ve built significant assets and want to protect your income and flexibility, this episode offers clear, practical insight. 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":"In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very different…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3011,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/a-common-tax-mistake-wealthy-investors-overlook/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/a-common-tax-mistake-wealthy-investors-overlook.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}