Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat begin the show by discussing the impact of a huge change in consumer behavior. A caller with $5 million in savings is worried she hasn’t saved enough. A 68-year-old Coloradan wants to know if he should take Social Security. And, finally, a call from a veteran who has saved well and wants to change careers gives way to a crypto conversation.                      

Your company offered you how much stock? On this week’s Money Matters, Scott and Pat explain why that could be risky business for some. Then an Oregon man asks whether he should start withdrawing money from his thrift savings plan. A caller from Illinois wants to retire alongside his wife but wants to run the numbers by Scott and Pat. Finally, a retiree from New York asks whether he needs to take Social Security right now in case the program’s trust fund runs out of money.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat explain the importance of making the right financial moves when markets are down, but also when they are up. A husband and wife ask when they should do Roth conversions, but Scott and Pat never answer their question. Huh? You’ll hear why. Finally, a caller from Montana wants to know whether it’s best to have a family member be the executor of her estate, rather than a third party.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat examine the government’s response to the crisis in the crypto industry.  A caller from Chicago asks whether he should invest $75,000 in a CD or in a Treasury bill instead. A California man needs help with his wife’s permanent disability benefits. Finally, Scott and Pat make a “house call” to a great saver in Florida who wanted to know back in 2021 whether he should buy a home. Hear if he took our advice.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss the uncertainty over the future of Social Security.  A Pennsylvania man with half of his net worth tied up in Berkshire Hathaway stock wants to know whether he should do a Roth conversion.  A caller from Michigan asks whether he should start contributing to his company’s Roth 401(k). Finally, Allworth partner advisor Mark Shone joins the show to tackle ways to manage your money if you were to lose your job.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat examine whether the Fed is now winning its fight against inflation.  A South Carolina man asks whether he should sell an investment property and put the proceeds into a 529 plan for his kids. Finally, a caller from Illinois wonders whether he should make an extra payment toward his mortgage.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA.  They advise a California caller who wants to know whether there’s a tax advantage to designating herself as a contractor versus an employee.  Allworth Advisor Jeff DeBoer joins the show to explain why all recessions aren’t the same. Finally, hear why Scott and Pat think a Michigan caller should sell a non-traded REIT.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat explain how the basics of investing hold true regardless of what the markets do.  A Colorado woman wants to know whether it makes sense to buy a place in New Zealand. Should a caller from California move some money into a Roth? Finally, Scott and Pat tackle the nuances of a financial plan with Allworth advisor Brian James.   

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat discuss how wrong the “experts” are when predicting stock market performance.  A Tennessee woman wants to know whether she should pay off her mortgage. A California caller with too much Apple stock needs help mitigating his risk. Plus, financial planning goals to make for 2023, and guidance for a Michigan caller with a pension.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.

On this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then they help a Louisiana woman decide how much umbrella insurance she needs. You’ll hear whether they approve of an annuity a California man is invested in. Finally, help for a Colorado caller who wants to know where he should invest the proceeds from the sale of his home.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! 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.

Download and rate our podcast here.