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…

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…

On this week’s Money Matters, Scott and Pat explain why you should not get too excited about the AI stocks dominating the market. A man who fired his financial advisor 8 years ago asks whether it’s time to hire a new one. A North Carolina caller wants to know whether it makes sense to buy a home in Florida. A California woman who wants to sell her …

On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of…

On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the best way to take advantage of higher interest rates. A Maryland caller with millions in savings asks how he can consistently keep his income down. Finally, a man seeks guidance on how to generate income …

On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income…

On this week’s Money Matters, Scott and Pat explain why sitting on the sidelines instead of in the stock market can be so detrimental to your retirement, especially now. They also discuss the return of meme-stock mania. An Ohio woman who is less than ten years from retirement asks where to park $50,000. A Michigan retiree who just got divorced need…

On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree…

On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, S…

On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. F…

On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the…

On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado …

On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried …

On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a P…

On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much c…

On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has a complex investment situation, including a need for Roth conversions, followed by a conversation with a retired couple that…

On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona m…

On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars. A retiree from New York wants to know whether it makes sense to sell her home and rent. Finally, Scott and Pat …

On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two inherited IRAs. A world traveler asks how to break the news to his father that he wants to invest in indexes instead of real e…

On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who …

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 grandm…

On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a sol…

Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over 25 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.Allworth Financial által

On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks whether his portfolio is allocated properly. An Oregon woman diagnosed with stage 4 cancer wants to know where to invest $800,000 she says she received from a medical malpractice settlement. Finally, …

On this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her risk tolerance with her husband’s. A Maryland caller wants to know whether she should pay off the mortgage on her second home. Finally, an Indiana father seeks guidance on how best to contribute to a 529…