{"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 IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios","slug":"roth-ira-or-401-k-smart-moves-for-investors-with-1m-portfolios","published_at":"2026-01-06T20:25:25+00:00","page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477/roth-ira-or-401-k-smart-moves-for-investors-with-1m-portfolios","show_page_url":"https://stenobird.com/podcast/money-matters-by-allworth-financial-173477","url":"http://podcast.moneymatters.com/e/roth-ira-or-401k-smart-moves-for-investors-with-1m-portfolios/","audio_url":"https://mcdn.podbean.com/mf/web/hpuzwycpn33vcbh9/AWMM_202613_FULL_PODCAST_36y7yv.mp3","summary":"In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listener, with over a million dollars in assets, asks whether he should prioritize his 401(k) or a Roth IRA. The conversation dives into smart strategies for high-net-worth investors, addressing how to balance tax efficiency, retirement goals, and current lifestyle needs. Scott and Pat also explain how financial planning helps clarify trade-offs between spending now and securing your future. Whether you're looking for smarter retirement contributions or long-term portfolio strategy, this episode delivers actionable advice with a conversational tone. Discover how financial planning evolves with your income, assets, and 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 tackle real-world financial planning questions from callers at very different life stages. One listener, w…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2492,"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-ira-or-401-k-smart-moves-for-investors-with-1m-portfolios/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-ira-or-401-k-smart-moves-for-investors-with-1m-portfolios.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}