Money Matters by Allworth Financial

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Episodes

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?

Take Money Matters with you each week. Download the show wherever you get your podcasts.

Episodes

3 days ago

Direct Indexing vs ETFs: Fixing a $1.8M Portfolio

3 days ago

57 min

When your retirement savings cross the seven-figure mark, the simple strategies that got you there might actually cost you money in taxes. In this episode, Scott and Pat explain why a high earner with a $1.8M portfolio needs to move beyond basic target-date funds and ETFs into direct indexing—plus when to pay off low-interest debt, how to pass down wealth, and when you can finally afford to spend more.

Scott and Pat also cover:

The 3.25% Mortgage Dilemma: Should you accelerate payoff on low-interest debt when Treasuries yield 5%?

Transitioning from Saving to Spending: A 36-year-old father with $1M saved asks if it’s safe to ease off contributions and start spending more.

The "Bank of Mom and Dad": The financial and family dynamics of gifting or loaning money to adult children for high-cost home down payments.

Real Estate & Tax Traps: Navigating capital gains, Delaware Statutory Trusts (DSTs), and term life insurance rules.

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.