Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Por: Allworth Financial
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 you if you have 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.
500 episodios disponibles

Latest episodes of the podcast Allworth Financial‘s Money Matters

Mostrando página 3 de 25

401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy. 01/02/2025
IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more. 25/01/2025
Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds. 18/01/2025
2025 stock myths, tax hacks, crash fears, and retirement strategies. 11/01/2025
The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns. 04/01/2025
The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued? 28/12/2024
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year. 21/12/2024
Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking. 14/12/2024
A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies. 07/12/2024
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of. 30/11/2024
Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners. 23/11/2024
Allworth's Money Matters Podcast Trailer 18/11/2024
Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks. 16/11/2024
The election and the stock market, investment strategies for retirement, and do you have enough money to stop working? 09/11/2024
Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money. 02/11/2024
Navigating direct indexing, Roth conversions, real estate, and AI concerns. 26/10/2024
Money Matters: Tax efficient investing strategies and maximizing portfolio growth. 19/10/2024
Money Matters: Navigating financial decisions amidst market uncertainty. 12/10/2024
Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning. 05/10/2024
Navigating Financial Turbulence: Election Impacts and Investment Strategies 28/09/2024
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