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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
3 days ago
3 days ago
44 min
How do you turn a lifetime of saving into reliable, tax-smart retirement income? In this episode of Money Matters, Scott and Pat break down what investors with $1M+ need to know when transitioning from building wealth to generating income in today’s market.
In this episode, Scott and Pat tackle real listener situations:
-Caller Case Study 1: Retiring with a 401(k), a solid pension, and a paid-off home—how do you stress-test your plan against inflation and potential Social Security shifts?
-Caller Case Study 2: Buying a second home in Texas while keeping California property—which accounts (cash, taxable gains, Roth, or traditional IRA) should you tap first to avoid costly tax traps?
Plus, macro insights & portfolio strategy:
-Stocks vs. Bonds: Why equity markets and bond yields are sending conflicting signals, and what record highs mean for your rebalancing plan.
-The Psychology of Selling Winners: Why trimming top-performing assets is the hardest—and most critical—discipline for wealth preservation.
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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