{"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":"Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds","slug":"making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds","published_at":"2025-12-13T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds/","audio_url":"https://mcdn.podbean.com/mf/web/hgbdxa9ng9c3vvbn/AWMM_20251213_FULL_PODCAST_18g3zz.mp3","summary":"In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, donor-advised funds, and bond funds. They break down when and how to use each of them—especially before year-end—to reduce taxes, improve portfolio efficiency, and boost long-term flexibility. You’ll hear real stories from listeners making million-dollar decisions, like whether to hire a financial advisor, how to prepare your spouse to take over financial responsibilities, and how to structure your retirement income when you’re asset-rich but cash-flow light. From strategic charitable giving to the surprising risks of individual bonds, this episode is packed with actionable insights. And if you think Roth conversions don’t apply to you… think again. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! 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 explore three of the most underappreciated but powerful financial planning tools: Roth conversions, donor-…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2785,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds/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/making-the-most-of-roth-conversions-donor-advised-funds-and-bond-funds.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}