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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 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? Take Money Matters with you each week. Download the show wherever you get your podcasts.
Episodes

Saturday Sep 28, 2019
A financial model can say whatever you want
Saturday Sep 28, 2019
Saturday Sep 28, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss The We Company’s troubled IPO, and why good stories don’t always make good investments.
Scott and Pat advise a man who may be gifting money that he can’t afford to give away. A father with four kids asks how to handle the extra money in their 529 plans. A caller living in Italy asks how she can save $1,500 a month for retirement. Scott and Pat discuss an IRA withdrawal strategy with a Sacramento man who saved $1.5 million. Finally, a woman with $3.5 in net worth asks if she should immediately take Social Security at age 62.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Saturday Sep 21, 2019
A disturbing investment trend
Saturday Sep 21, 2019
Saturday Sep 21, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity.
Scott and Pat talk about the potential issues of early retirement with a Cincinnati man who saved $1.4 million. A caller asks about the tax implications of using a Health Savings Account. Scott and Pat advise a Dallas man who is troubled by the rising fees in his 403(b). Finally, a younger caller asks if she should consolidate her student loans.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Saturday Sep 14, 2019
A $700,000 yearly income and no retirement savings.
Saturday Sep 14, 2019
Saturday Sep 14, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a secure retirement.
Scott and Pat take a question about the tax implications of saving in a Health Savings Account. A caller with $5.5 million saved asks if he should do a Roth conversion. A Kansas City man is close to hitting the maximum for his yearly 401(k) contributions. Scott and Pat advise a daughter who is wondering when to sell her mother’s house. A Roseville man’s wife has $40,000 in a Canadian retirement fund and wants to know the best way to handle the money.
In a segment exclusively for podcast listeners, Scott and Pat discuss how to transfer property.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Saturday Sep 07, 2019
Bernie Sanders meets Scott
Saturday Sep 07, 2019
Saturday Sep 07, 2019
On this week’s Allworth’s Money Matters, Scott and Pat discuss why tax planning in your fifties can save you money down the road. Scott also tells the story of his chance encounter with Bernie Sanders.
Scott and Pat advise a man who has a $120,000 per year pension about when he should take Social Security. A caller has $50,000 in IRAs and wants to avoid taxes on her distributions. A man with $3 million saved is considering an annuity. A risk-inclined caller asks about “tactical allocations.” Finally, a woman asks who she should choose to be the executor of her will.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.