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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

On this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter thinks college isn’t the answer. Plus, Allworth partner advisor Chris Giordano joins Scott and Pat to explain how he dealt with a couple who had half of their net worth tied up in Apple stock.     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 help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father from California asks what will happen to his 529 plan now that his daughter thinks college isn’t the answer. Plus, Allworth partner advisor Chris Giordano joins Scott and Pat to explain how he dealt with a couple who had half of their net worth tied up in Apple stock.   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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan.   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 the factors that should dictate how much stock you own. A newly married couple asks whether opening a particular kind of IRA will help them pay less in taxes. A private investigator wants to know whether his old job will keep him from receiving maximum Social Security benefits. Finally, Scott explains why it’s critical to have a well-thought-out inheritance plan. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

On this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs help managing his stock options. Then, Scott and Pat talk about an income tax impacting some investors. Finally, Allworth advisor Brian James joins the show to explain why owning individual stocks could lead you into the danger zone.   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 gratification that comes with creating a long-term plan for retirement. A caller from Chicago asks whether he should buy an annuity to supplement his income. Plus, a Texas man needs help managing his stock options. Then, Scott and Pat talk about an income tax impacting some investors. Finally, Allworth advisor Brian James joins the show to explain why owning individual stocks could lead you into the danger zone. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns.   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 it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks for guidance on a proper withdrawal strategy. Then, Scott and Pat delve into the world of wealth taxes. Finally, a California caller wants to know why his 401(k) contributions would cause the government to reject his tax returns. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

On this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month from a pension consider an indexed annuity? Finally, Scott and Pat help a California caller prepare for future Medicare costs.   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 mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whether he has too much money with one bank. Should a new retiree earning $8,300 a month from a pension consider an indexed annuity? Finally, Scott and Pat help a California caller prepare for future Medicare costs. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.

For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.

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, 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The fight against inflation, a debt ceiling showdown, and your questions answered.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

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 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

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.                             

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.

Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.

On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college.   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 two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old wants to know whether it’s time to do a Roth conversion. You’ll hear Scott and Pat try and help a man track down his late father’s assets. Plus, they interview the author of the new book, “Retire to the Fullest.” Finally, a lesson on how to manage a 529 plan if the child never goes to college. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.

On this week’s Money Matters, Scott, Pat and Allworth Chief Investment Officer Andy Stout discuss the repercussions that banking industry turmoil could have on the broader economy. They also tackle the fight against inflation, and the disconnect between Wall Street and the Fed. Finally, Scott and Pat help a caller who wants to know when he should sell stock of a company that just filed for bankruptcy.   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 Chief Investment Officer Andy Stout discuss the repercussions that banking industry turmoil could have on the broader economy. They also tackle the fight against inflation, and the disconnect between Wall Street and the Fed. Finally, Scott and Pat help a caller who wants to know when he should sell stock of a company that just filed for bankruptcy. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?

On this week’s Money Matters, Scott and Pat have an in-depth discussion of turmoil in the banking industry with the president and CEO of a regional bank. Then they help a caller who wonders whether he should take his money and run from market volatility. Finally, they explain to an Ohio man why it will be dangerous for him to wait until 70 to take Social Security.   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 have an in-depth discussion of turmoil in the banking industry with the president and CEO of a regional bank. Then they help a caller who wonders whether he should take his money and run from market volatility. Finally, they explain to an Ohio man why it will be dangerous for him to wait until 70 to take Social Security. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.

On this special episode of Money Matters, Scott and Allworth Chief Investment Officer Andy Stout put banking industry turmoil into context. Then Scott and Pat help a 60-year-old single woman who wonders whether she’s making a mistake by not owning a home. A caller wants to know whether he should open a tax-deferred account to house some of his 2023 income, or just pay the taxes now. Finally, Scott and Pat talk to an expert on decision making about why smart people are making bad financial choices right now.   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 special episode of Money Matters, Scott and Allworth Chief Investment Officer Andy Stout put banking industry turmoil into context. Then Scott and Pat help a 60-year-old single woman who wonders whether she’s making a mistake by not owning a home. A caller wants to know whether he should open a tax-deferred account to house some of his 2023 income, or just pay the taxes now. Finally, Scott and Pat talk to an expert on decision making about why smart people are making bad financial choices right now. 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 <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>.  You can also be on the air by emailing Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>. Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.

Always get good information and ideas from this podcast. Listen every week.

Great Podcast

These guys will make you laugh during each episode

They make finance fun

Allworth Financial‘s Money Matters

On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. In a podcast exclusive segment, they discuss how your risk tolerance can change your investment strategy. Pat and David advise a janitor who saved $460,000 and wants to gift all of his assets to charity. A Nevada man asks if he should take a higher distribution from his investments. A caller with $2 million asks if his investments can generate more income. Pat and David advise a Denver man looking for a safe, short-term investment. Finally, a woman expecting $150,000 asks how she should invest. Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.  Download and rate our podcast here.

On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. In a podcast exclusive segment, they discuss how your risk tolerance can change your investment strategy. Pat and David advise a janitor who saved $460,000 and wants to gift all of his assets to charity. A Nevada man asks if he should take a higher distribution from his investments. A caller with $2 million asks if his investments can generate more income. Pat and David advise a Denver man looking for a safe, short-term investment. Finally, a woman expecting $150,000 asks how she should invest. Ask a question by clicking <a href="https://allworthfinancial.com/talk-to-scott-and-pat-on-air" rel="nofollow" target="_blank">here</a>, or email Scott and Pat at <a href="mailto:questions@moneymatters.com">questions@moneymatters.com</a>.  Download and rate our podcast <a href="https://podcasts.apple.com/us/podcast/allworth-financials-money-matters/id973286179" rel="nofollow" target="_blank">here</a>.

If you are a high earner, take Social Security ASAP.

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