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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 high-net-worth investors with 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?
Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes
Jul 27, 2019
Jul 27, 2019
52 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss why day traders often lose money in the long-run.
Scott and Pat advise a California man who is concerned about the future of his pension. A Colorado caller wants a second opinion on his charitable giving strategy. A mother is considering early retirement to live near her college-bound son. Finally, a young military veteran with $350,000 saved asks if he should invest in a rental property.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Jul 20, 2019
Jul 20, 2019
52 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss the hidden risks in private placement investments.
Scott and Pat speak with a caller looking to diversify by investing (or speculating) in gold. A Vacaville man with $1 million saved asks what a safe withdrawal rate is for him. A Los Angeles caller asks if she should refinance her mortgage. Scott and Pat advise a caller who is considering drawing Social Security based on her incarcerated ex-husband’s work history. A man with $2 million saved asks if he should buy long-term care insurance. Finally, a caller asks if Social Security’s Windfall Elimination Provision will affect his benefit.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Jul 13, 2019
Jul 13, 2019
56 min
On this week’s Allworth’s Money Matters, Scott and Pat discuss the pitfalls of putting a rental property in your IRA. In a podcast exclusive, they talk about what to do with a deceased spouse’s retirement accounts.
Scott and Pat advise a Colorado caller, with more than $1 million saved, if she should contribute to a Roth 401(k). A Sacramento caller asks if he should bolster his savings or pay down his debt after withdrawing his 401(k) savings to pay for his children’s education. A veteran asks Scott and Pat if he can refinance his wife’s mortgage. Finally, Scott and Pat speak with a government employee who is considering rolling over his 457 account to an IRA.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Jul 6, 2019
Jul 6, 2019
52 min
On this week's Allworth's Money Matters, Scott and Pat discuss how a new retirement bill, the SECURE Act, could affect you.
Scott and Pat advise a South Carolina caller who is considering purchasing a $130,000 investment property. A small business owner asks how he can save for retirement and help his employees. A Sacramento caller with $200,000 saved is considering putting more in a Roth 401(k). Finally, a retired caller asks if gold is a good investment to hedge the stock market.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.