Allworth Financial‘s Money Matters

On this week’s Money Matters, Scott and Pat explain why chasing short-term gains can lead to long-term problems. A Tennessee father asks whether buying his son a first home is a smart idea. A 31-year-old caller from Washington, D.C. wants to know where he should invest $500,000 in proceeds from the sale of his house. Finally, a Texas man who is about to retire asks for advice on where he should park the money sitting in his company’s 401(k).

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 impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how he can gain access to $2 million tied up in his company’s money purchase plan.  A California man wants to know whether his mother-in-law should sell a home. Finally, you’ll hear Scott and Pat’s unexpected answer to a question about a Roth conversion.

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 why companies choose to take on controversial issues. Then, a man looking to retire next year asks what a safe investment strategy would be. A caller from Hawaii wants to know whether her portfolio can weather a recession. Plus, Scott and Pat explain when investing in cash is the wrong choice. Finally, they tackle questions about long-term care insurance and Roth conversions.

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 market reaction to debt ceiling talks.  Then, a 59-year-old wants to know whether she should invest money in real estate instead of putting it into her retirement account. You’ll hear Scott and Pat help a California woman with a question about prepaying taxes. Finally, a retiree from Iowa wonders whether he is being too aggressive with his portfolio.

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 a fad investment that is falling apart right before our eyes. Then they help a man who wants to know whether his child should wait for a Supreme Court decision before paying off student loans. A North Carolina caller asks whether he should sell some of his dividend stocks. Plus, Scott and Pat help you identify a wealth manager who has a conflict of interest. 

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, Pat, and Allworth Financial’s Chief Investment Officer Andy Stout examine whether the Federal Reserve will press pause on interest rate hikes. Then, Scott and Pat help a caller navigate between multiple Roth IRA accounts. You’ll hear them explain why one man should take Social Security benefits immediately. Finally, they weigh in on the debt ceiling stalemate happening in Washington, D.C.

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 why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly income will be enough to fund his lifestyle once he stops working full-time. You’ll hear guidance for a Montana woman who wants to know where she should pull money from to help her son-in-law. Then, Scott and Pat take a deep dive into tax planning for 2024 and beyond. Finally, they help a caller with a question about a lump-sum pension payout.

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 why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher who just retired wants to know where she should invest inherited money. An Arizona caller asks whether she can claim her late ex-husband’s Social Security. Finally, a woman who called in the day after retiring finds out when she should do Roth conversions.

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 ramifications of the federal government’s $1 trillion budget deficit. A California woman wants help convincing her husband to sell his dream home. A Kentucky caller asks whether he should convert some of his 401(k) to a Roth IRA. Finally, Scott, Pat, and Allworth advisor Brian Murphy explore the dangerous impact that biases have on investors.

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 begin the show by discussing the collapse of Silicon Valley Bank in the social media age, before moving on to a conversation about the purpose of diversification. They then take a call from a disciplined saver who is drastically overinvested in REITs, followed by a Colorado caller who wants to know if he should pay off one of his mortgages.