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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
Aug 1, 2026
Aug 1, 2026
42 min
In this episode of Allworth’s Money Matters, Scott and Pat take a deep dive into two real-world case studies that highlight the critical difference between being sold a product and receiving fiduciary advice. First, they talk with a caller managing a $4.5 million estate who has been pitched a complex whole-life insurance strategy. Then, they address a $1.4 million retirement dilemma involving inherited assets and the "liquidity gap."
What you’ll learn in this episode:
The Whole Life Red Flag: Why insurance "leverage" strategies often benefit the advisor more than the client.
Inherited IRA Mastery: How to manage large inherited accounts without triggering unnecessary taxes or penalties.
The Truth About Bonds: Why your current bond allocation might be creating a "liquidity trap" for your early retirement.
Fiduciary vs. Commission: How to tell if your advisor is building a plan or just making a sale.
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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