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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?
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Episodes
Jun 27, 2026
Jun 27, 2026
41 min
Can you support your adult children without derailing your retirement? In this episode of Money Matters, Scott and Pat dive into the financial realities of a caller with a nearly $10M net worth who is spending $75,000 a year to support his adult daughter. They break down the math on his retirement timeline and uncover a common "tax efficiency" mistake that could be costing him significant returns.
Also in this episode:
The "Shell Game" of State Budgets: How budget constraints in states like California could impact your long-term security.
Roth Conversions & Moving States: Why a move from California to Nevada completely changes the math on Roth conversions and RMD management.
The "Payroll" Pitfall: The hidden risks of putting family members on your business payroll for tax benefits.
Investing "Backwards": Why your 401(k) and brokerage account allocations might be working against each other.
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.
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