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.
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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
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Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
43:51
On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla stocks. Then, they engage with callers to address pressing financial concerns, from managing mortgages and retirement planning to making informed decisions about real estate investments. Plus, they d…
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The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
59:56
On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on corporate profits and investor sentiment. Then, they tackle listener questions, including a man contemplating selling a cell tower lease and another caller assessing their readiness for retirement. Plu…
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Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
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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 mistak…
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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, T…
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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 c…
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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…
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Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
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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 abou…
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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 …
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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 ETF…
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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 c…
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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 ta…
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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 yo…
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A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
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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 Man…
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Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
46:56
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 hal…
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An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
37:35
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 qu…
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The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
58:39
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, S…
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Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
52:26
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 O…
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When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
46:12
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 …
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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.
44:37
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 hi…
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A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
47:53
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…
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Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
43:26
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…
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Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
48:18
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…
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The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
52:00
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 …
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The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
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1:03:23
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…
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