Episodes
Saturday Aug 13, 2022
Saturday Aug 13, 2022
On this week’s Money Matters, Scott and Pat explain whether long-term investors should worry about bear and bull markets. A caller wants to know whether it’s appropriate to ask how their advisor manages money. Pat and Scott take an in-depth look at Social Security, one of the most talked about financial topics. Finally, honest advice for a Colorado man with a question about life insurance.
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.
Saturday Aug 06, 2022
Risk tolerance, advice on life insurance, and why tax time should be all the time
Saturday Aug 06, 2022
Saturday Aug 06, 2022
On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility. They give honest advice to a caller who thinks his friend should move some money from bonds to cash. A retired member of the military wants to know what kind of universal life insurance policy to buy. A Georgia woman wonders where to transfer her old HSA. And Scott and Pat explain why tax time should be all the time.
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. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Saturday Jul 30, 2022
Saturday Jul 30, 2022
On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around. A Virginia man wants to know whether now is the time to pull the trigger on buying a second home. We check in with a father of five who called the show a few months ago, wondering what to do with $120,000 he had sitting in cash. Finally, honest advice for a man thinking of using a robo-advisor.
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. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Saturday Jul 23, 2022
Saturday Jul 23, 2022
On this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a caller whose mother doesn’t have enough in a money market for her required minimum distribution. You’ll hear Scott and Pat assist a man who is deciding whether to take out a bridge loan or HELOC. Finally, they help a caller who wonders whether a lump-sum pension payout is the correct course of action.
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. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.
Saturday Jul 16, 2022
Saturday Jul 16, 2022
Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial noise. Plus, answers for a man with questions about the duration of bonds. Finally, should you do Roth conversions before taking Social Security? Hanson and McClain have rock solid 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.
Saturday Jul 09, 2022
Saturday Jul 09, 2022
On this week’s Money Matters, Scott and Pat spell out what you absolutely need insurance for. Then, they walk a caller through the process of doing a backdoor Roth IRA conversion. You’ll hear the honest advice Scott and Pat give a retiree who wants to take money from her IRA to pay down her car. Finally, Scott and Pat play a little retirement fact or fiction.
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.
Saturday Jul 02, 2022
Saturday Jul 02, 2022
On this week’s Money Matters, Scott and Pat explain how the financial pain we are feeling right now could be good for us in the long run. Plus, why the answer to the most common question about retirement is a complicated one. Is land a good hedge during a recession? Scott and Pat give a caller some honest advice. Finally, guidance for a man who wonders whether it’s a good idea to use an investment windfall to pay off 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.
Saturday Jun 25, 2022
Saturday Jun 25, 2022
On this week’s Money Matters, Scott and Pat extract the bull from bear markets. Then they offer honest advice to a 61-year-old who got spooked and yanked money out of her Roth IRA. A Georgia man hears why bond maturity is a key to his retirement. Finally, Scott and Pat help a man looking for the key questions to ask a potential financial advisor.
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.
Saturday Jun 18, 2022
Saturday Jun 18, 2022
On this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope. Then Scott and Pat help a high school teacher who is unsure where his money should be invested. Finally, a man who sought out investment information from a dozen firms ends up on the phone with Scott and Pat.
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.
Saturday Jun 11, 2022
Saturday Jun 11, 2022
On this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions. You’ll hear advice for a man who wants to be more aggressive with his rollover IRA. Finally, guidance for a husband who hopes he can build a home and retire in Florida.
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.