{"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":"2026-09-20T12:18:40.893404+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477"},"episode":{"title":"Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity","slug":"early-retirement-mega-backdoor-roths-direct-indexing-private-equity","published_at":"2026-08-29T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/early-retirement-mega-backdoor-roths-direct-indexing-private-equity","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/early-retirement-mega-backdoor-roths-direct-indexing-private-equity/","audio_url":"https://mcdn.podbean.com/mf/web/zxn92uugrwtsvsee/AWMM_202695_FOR_2026829_PODCASTaf19b.mp3","summary":"Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of Money Matters, Scott and Pat help one investor weigh big decisions—from helping adult children buy homes to managing portfolio risk—before an aggressive retirement. Then, they follow up with a high-income saver who put their \"mega backdoor\" advice into action and is now looking at direct indexing for better tax efficiency. From choosing the right advisor to making smarter investment moves, early retirement planning means getting the details right. Because a secure retirement isn’t just about how much you’ve saved—it’s what you do next. 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":"Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of Money Matters, Scott and Pat help one investor wei…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3434,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/early-retirement-mega-backdoor-roths-direct-indexing-private-equity/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/early-retirement-mega-backdoor-roths-direct-indexing-private-equity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}