Episodit
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On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistakes despite her expertise. Finally, Scott and Pat guide callers facing unique financial dilemmas. From decisions about selling a home to addressing fears about retirement savings, Scott and Pat offer practical advice tailored to individual circumstances.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models.
In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of managing multiple properties. They also delve into the benefits and timing of Roth IRA conversions, emphasizing the importance of personalized financial planning.
Whether you're curious about the financial world or need specific advice on your financial situation, this episode is packed with actionable insights and engaging discussions.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial capital gains and estate simplification.
Listeners will gain valuable insights into the benefits of donor-advised funds for tax-efficient charitable giving and learn about innovative wealth strategies for modern investors. With expert advice on navigating market volatility, maximizing growth potential, and optimizing tax efficiency, this episode is a must-listen for anyone seeking to enhance their financial well-being.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans.
Additionally, special guest Apollo Lupescu from Dimensional Fund Advisors joins the discussion, providing a comprehensive analysis of how political shifts, such as presidential elections, can impact the stock market. Lupescu emphasizes the importance of separating emotion from evidence in financial decision-making, offering valuable insights into market behavior and investment strategies.
Tune in to gain a deeper understanding of how to navigate your financial future amidst market uncertainty and political changes.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredictable nature of short-term market movements and the importance of staying focused on long-term financial goals.
In an enlightening call-in segment, Scott and Pat assist Jeff from Ohio with a query about Roth conversions, offering tailored advice to help him make informed decisions about his retirement savings. This episode also highlights the importance of having a will or trust, even for those who are single, to ensure that assets are distributed according to one's wishes, rather than leaving it to state laws.
Scott and Pat share anecdotes and insights on navigating financial planning, emphasizing the importance of empathy in advising clients. They discuss the critical role of a financial advisor in guiding clients away from irreversible mistakes, underscoring the value of clear communication and understanding in financial decision-making.
With discussions ranging from the pitfalls of certain financial products to the significance of having a solid estate plan, this episode is packed with valuable insights for anyone interested in securing their financial future.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. They discuss how market reactions to political events can be misleading and why it's crucial to focus on long-term investment strategies rather than short-term market fluctuations.
They tackle the myths surrounding unrealized capital gains and their potential impact on your 401(k), shedding light on the misinformation perpetuated by the media. They emphasize the importance of understanding real rates of return and how inflation affects your investment portfolio.
Scott and Pat provide insights into maintaining a balanced investment approach, considering factors such as timeline, risk tolerance, and life changes. They also share personal anecdotes to illustrate the importance of thoughtful financial planning.
Finally, they answer listener questions on various topics, from setting up irrevocable trusts to making charitable contributions through IRAs.
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 [email protected].
Download and rate our podcast here.
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On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to optimize your financial health before the year ends.
They also take a deep dive into Buffered ETFs with Allworth's Victoria Bogner, a Chartered Financial Analyst and Certified Financial Planner. Victoria explains how buffered ETFs work, their benefits, and the ideal circumstances under which they should be used. Whether you're nearing retirement or a risk-averse investor, you'll find valuable insights on how to incorporate these into your portfolio.
Lastly, Scott and Pat address listener questions about Social Security benefits and estate planning, offering practical advice to ensure you're making the most of your financial resources.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and the importance of understanding risk premiums. Scott and Pat also share some personal stories that highlight the long-term benefits of smart investing and staying the course.
They also tackle listener calls, offering advice on retirement planning, the best investment options between CDs and treasury bonds, and how to effectively manage a portfolio for long-term growth.
If you've ever wondered about the right time to retire, how to balance your portfolio, or just need some financial guidance, this episode is packed with valuable insights.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds.
They take calls from listeners like Terri, who is navigating the maze of annuities and retirement accounts, and Vince and Samantha, young retirees looking to optimize their Roth conversions and tax strategies.
Scott and Pat share invaluable insights to help you manage your finances effectively and plan for a secure future.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging.
Whether you're curious about the impact of government incentives on EV investments or need guidance on special needs trusts, this episode is packed with valuable insights.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether he should invest in buffered ETFs. Scott and Pat then reflect on the 2008 financial crisis that nearly brought down the world economy. A California man wonders whether he should invest in Separately Managed Accounts. Finally, hear why Scott and Pat tell a New York caller to ditch her 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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim half of his Social Security benefit. Finally, Scott and Pat discuss the downside of non-traded real estate investment trusts, or REITs.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat help a Montana rancher navigate the volatile stock market. A California man wonders if it's time to combine finances with his wife. Finally, Scott and Pat examine new IRS guidance that impacts thousands of people who will inherit retirement accounts.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, Scott and Pat check back in with a Texas man who needed advice back in March on keeping his own tendencies in check.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother’s estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an Oklahoma caller seeks advice on whether he should combine his two old 401(k) accounts.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of former President Donald Trump. A new retiree wants to know how risky he should be with $140,000 he has in an old 401(k). A North Carolina caller asks whether it’s smart to use 401(k) dollars to pay off his home. Finally, Scott and Pat discuss how investors can benefit from living through the best and worst of times.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing his bond allocation will protect him when it comes time to do required minimum distributions. Finally, Allworth advisor Laurie Ingwersen joins the show to explain a tax strategy she used with a client that many workers don’t know is available.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandmother should park money earmarked for one of her grandchildren.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing and who would benefit from it. Finally, a California caller asks when she should withdraw money from her 457.
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 [email protected].
Download and rate our podcast here.
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On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much Nvidia stock. Finally, a retiree wants to know whether political instability could impact his state’s pension system.
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 [email protected].
Download and rate our podcast here.
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