{"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":"Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors","slug":"roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors","published_at":"2026-03-28T13:00:00+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors/","audio_url":"https://mcdn.podbean.com/mf/web/krms4ruve2mas3rs/AWMM_2026328_PODCAST7gbbx.mp3","summary":"In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether to return to work to navigating major portfolio and tax decisions. Along the way, they break down when a Roth conversion strategy makes sense, how taxes impact big financial decisions, and why timing and sequencing can have a long-term effect on wealth. The conversation also covers portfolio risk, income needs, and how to approach leaving money to the next generation without overcomplicating the process. Scott and Pat explain how a well-thought-out Roth conversion strategy fits into a broader financial plan that balances flexibility, taxes, and long-term goals. 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-income listeners facing real financial crossroads—from deciding whether to return to…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3187,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/money-matters-by-allworth-financial-173477/episodes/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors/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/roth-conversion-strategy-tax-planning-and-wealth-transfer-for-high-net-worth-investors.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}