Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat explore one of the summer’s hottest—and most questionable—investment trends: small companies pivoting to crypto. Is this strategy bold innovation or a looming disaster? Later, they take compelling listener calls, including one from a government employee with millions saved who’s still worried about the sequence of returns in retirement. Plus, they unpack indexed universal life insurance (IULs) and other so-called “tax-free” strategies—what’s hype, what’s real, and what to avoid.

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.

On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the risks of letting politics guide your investments. A fiery caller sparks a raw debate on using options, leading to honest talk on risk, returns, and financial reality. Scott and Pat also cover AI in financial advice, smart tax strategies for business owners, and when a simple trust is all you need. Plus, real listener questions on Social Security timing and estate planning—drama included (just a little).

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.

On this week’s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old millionaire navigating Roth conversions and legacy planning, to a military retiree wondering if he’s behind financially—this episode covers the full spectrum of money challenges. Plus, insights on private investments sneaking into 401(k)s and the financial upside of flying business class. Honest, helpful, and always practical.

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.

On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than following the crowd. They tackle one investor’s dilemma about using Securities-Backed Line of Credit for buying a home at 66, explore the surprising benefits of reverse mortgage purchases, and help a woman from Florida navigate the financial maze of buying property with her fiancé. They also talk to financial expert, Victoria Bogner, who shares a masterclass in business sale strategy.

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.

On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retirement savings strategies for a family with over a million in combined assets, explore the real winners and losers of the tariff policies, and offer sage advice to a fresh college grad navigating their first full-time salary. From lobbying power plays to Roth IRAs, this episode delivers practical insights for investing in today’s market—at any stage of your career.

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.

On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood five-year Roth IRA rule. They also dive into the explosion of Exchange-Traded Funds (ETFs), the downside of complicated income products, and a heartwarming yet hilarious look into redecorating empty-nest bedrooms. With over three million downloads, we thank our dedicated listeners—especially those who keep us humble and laughing!

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.

On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs and how they influence everything from maple syrup prices to stock market behavior. They also unpack a Wall Street Journal story about U.S. investors getting scammed by sketchy Chinese stocks. Plus, listener Tina returns with a powerful update: how she used Scott and Pat’s advice to offload risky company stock, lower her taxes, and give back in a big way.

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.

On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You’ll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense of annuities.

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.

On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It’s a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times.

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.

On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They break down what gold can and can’t do for your portfolio. Then it’s life insurance: if you’ve got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth’s Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock.

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.