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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
Oct 3, 2026
Oct 3, 2026
45 min
Can you truly "Die with Zero" when you’ve built a multi-million-dollar portfolio? On this episode of Money Matters, Scott and Pat dive into real-world retirement scenarios covering aggressive tax strategies, spend-down plans, and smart estate transfers.
In this episode, Scott and Pat cover:
The "Die with Zero" Strategy: A 49-year-old entrepreneur with $5.5M in savings wants to know how to safely spend down assets without jeopardizing long-term security.
Solo 401(k)s & Roth Conversions: Navigating tax-efficient withdrawals alongside non-qualified brokerage assets and ongoing business income.
The Short-Term Rental Tax Trap: Can buying an Airbnb offset Roth conversions via bonus depreciation?
Estate Planning & 529 Strategies: Partner Advisor Mark Shone joins to discuss IRA distributions, tax-efficient legacy planning, and funding 529 plans for grandchildren.
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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