Allworth Financial's Money Matters

Allworth Financial's Money Matters

For more than 20 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.... Show More

Episodes

May 30, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the strange behavior of many stocks, and why the bond market is acting differently.

Scott and Pat advise a man with $6.75 million saved looking to leave money to his children in a tax-efficient way. A postal worker asks if she will lose her $1,500 monthly pension. A Cincinnati caller is dissatisfied with his current 401(k) and wants to move his account to a new provider. Scott and...

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On this week’s Money Matters, Scott and Pat take several calls and discuss the resiliency of the markets, but the impact of the high unemployment rate on businesses reopening.

Scott and Pat advise a long-time listener who will be turning 65 and wants to know how he should allocate his investments. A great saver asks how to move his investments back over to the retirement side to avoid tax consequences. A caller has decided to go ba...

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On this week’s Money Matters, Scott and Pat look back at some of their favorite calls and the early days of the radio show.

Scott and Pat advise a Colorado caller who inherited 25 ounces of gold from his father. A man in Northern California wants to withdraw money from his 401(k) to pay down his $200,0000 mortgage. A Carmichael caller asks how the CARES Act affects his Required Minimum Distribution. Finally, Scott and Pat speak wit...

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May 9, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. They also talk about an SEC rule that could open the door for a new type of scam.

Scott and Pat advise a caller who sold $100,000 of technology stocks during the stock market dip and repurchased the shares a few days later. A single mother asks if she should use her home equity to pay for ...

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On this week’s Money Matters, Scott and Pat discuss the current disconnect between the stock market and the broader economy.

 

Scott and Pat advise a recent college graduate looking to invest $45,000. A part-time worker nearing retirement asks how he should pay down his credit card debt. A caller who recently switched jobs asks what he should do with his 401(k). Finally, a man with $350,000 in savings and a pension asks if he shoul...

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April 25, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the economic implications of negative oil prices, the second stimulus package, and potential state bankruptcies.

Scott and Pat advise a retired man looking to replace the $25,000 he took out as a Required Minimum Distribution at the beginning of the year. A mother of three asks how she can save for her three children. Finally, a California caller asks if she should invest in oil.

...

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April 18, 2020 52 min

On this week’s Money Matters, Scott and Pat interview Andy Stout, Chief Investment Officer of Allworth Financial. They discuss unemployment, the stock and bond market, and potential silver linings in this crisis.

Scott and Pat advise Cincinnati woman who asks how the CARES Act affects her Required Minimum Distribution. A caller, who is invested 45% in stocks and 55% in bonds, asks if his investments are allocated correctly for his ...

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On this week’s Money Matters, Scott and Pat help you navigate the emotional roller coaster of today’s markets and avoid the potential mistakes that could wreck your retirement plans. 

Scott and Pat advise a risk-averse caller, who reduced his stock and bond exposure, and wondering if his investments are allocated correctly. A 45-year-old caller, with $800,000 saved, cashed out his 401(k) in February and asks how he should get back ...

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On this week’s Money Matters, Scott and Pat discuss some ways that you can take control of your finances and look for opportunities in this challenging market.

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March 28, 2020 52 min

On this week’s Money Matters, Scott and Pat take a long-term perspective on the $2.2 trillion CARES Act. They discuss its potential impact on unemployment, your retirement, and more. 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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March 21, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the US government’s response to the economic fallout from the coronavirus. They also review the financial planning fundamentals that can help you through market turmoil. 

A Sacramento caller asks if she should continue to rebalance her investments. A caller asks if he is performing a tax-loss harvest correctly. Scott and Pat advise a California woman who is concerned that she won’...

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On this special edition of the Allworth Money Matters podcast, we cover the Coronavirus and current stock market turbulence. Scott and Pat discuss what you need to be focusing on right now as an investor.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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On this week’s Money Matters, Scott and Pat discuss the coronavirus and recent stock market turbulence. They also interview Michael Mouriski, CPA and Vice President of Allworth Tax Solutions, about how you can prepare for the 2020 tax season.

A man in the Bay Area asks how much house he can afford. Scott and Pat advise a caller who is concerned that legislative changes will impact his Social Security benefit. Finally, a caller in C...

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On this week’s Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting beneficiaries when it comes to retirement accounts.

Scott and Pat speak with a caller who is debt-free and still employed but wants to know if he should use money from his 401(k) to pay off his mortgage. Estate planning attorney, Clark Allison joins Scott and Pat to talk about how to se...

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February 29, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the coronavirus and offer a historical perspective on stock market dips.

Scott and Pat speak with a caller in South Carolina who is looking to buy a rental property that’s valued at $900,000. A father asks how he can transfer Coca-Cola stock to his adult children. Scott and Pat advise an Ohio mother who took out $180,000 of Parent PLUS loans for her kids and is now looking to tran...

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February 22, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the reasons why it is more difficult to save as you get closer to retirement, and how you can plan for a secure financial future.

Scott and Pat advise a landlord who asks if he can deduct home improvement expenses for his rental properties. A man, with $400,000 saved, wants to know if he should wait for a market dip before he invests. A retired police officer asks if his wife shou...

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On this week’s Money Matters, Scott and Pat discuss why Wells Fargo is offering financial advisors forgivable loans. They also talk about commissions in the financial services industry, and how those perks impact the type of service you receive.

You can read the article that Scott and Pat discuss here.

Scott and Pat advise a California government employee with $350,000 who wants to lower his future tax burden. A caller asks if sola...

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On this week’s Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income.

Scott and Pat advise a Sacramento woman looking to help her son invest in a non-deductible IRA. A caller asks how he should handle the company stock from an organization he recently left. A veteran asks how he can save money from Required Minimum Distributions for his wife. Scott and Pat speak with a woman wh...

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February 1, 2020 52 min

On this week’s Money Matters, Scott and Pat discuss the challenge of finding your purpose after leaving a career.

Scott and Pat advise a grandfather who wants to save for his grandchildren’s college expenses. A caller back in the states after living in Taiwan asks if she is on the path to a secure retirement. A Cincinnati man asks if he should pay down his $60,000 mortgage with the savings in his Roth 401(k). Finally, Scott and Pat...

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On this week’s Money Matters, Scott and Pat discuss the stock market’s continued rise, and why they’re paying close attention to company earnings.

Scott and Pat advise a caller with $2.8 million in Apple stock who is considering using the money to pay down his mortgage. A man in Washington asks if he can write-off the costs of his home renovation on his taxes. Scott and Pat speak with a man in Roseville who wants to join an online ...

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