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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
6 days ago
6 days ago
38 min
Is retiring at 55 with a $2M nest egg realistic? On this episode of Money Matters, Scott and Pat break down the numbers with a caller aiming for an early exit from the corporate grind. They discuss how to balance pre-tax 401(k)s, Roths, RSUs, and taxable brokerage accounts—plus how to front-load 529 plans without triggering unnecessary taxes.
Scott and Pat also dive into:
The Rise of Private Equity: What proposed SEC changes mean for everyday investors, and the hidden risks, lack of liquidity, and valuation pitfalls of alternative investments in 401(k) plans.
Building a Multi-Generational Legacy: A caller asks how to pass down a $2M estate efficiently. The hosts discuss asset location, when Roth conversions make sense across generations, and navigating RMDs.
Family Wealth Conversations: Why talking to your adult children about trustees and estate planning today prevents headaches tomorrow.
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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