HeyJaredMoney Matters by 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?
- Indexed episodes, last 90 days
- 12
- Latest publication
- Sep 19, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest episodes
Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs (opens the original)
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Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account before you stop working make mathematical sense? In this episode of Allworth’s Money Matters, Scott and Pat walk through real-world portfolio case studies, dissect common tax myths, and break down where aggressive financial pitches fall short. Topics covered in this episode: The Rise of Prediction Markets: Why momentum traders are shifting from crypto to event betting, and how speculative traps
Financial Planning: Stress Testing, Early Retirement & RMDs (opens the original)
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Are your retirement assumptions realistic, or is your financial plan relying on best-case scenarios? In this episode of Money Matters, Scott and Pat dive into the practical realities of long-term planning—from preparing for market volatility to navigating complex estate and tax rules. Plus, Scott and Pat answer caller questions on managing a multi-million-dollar portfolio, strategic gifting, and what it really takes to achieve financial independence in your 40s. In this episode, we cover: Stress
When Can You Retire? Making the Most of Your Savings (opens the original)
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When can you retire? It’s one of the biggest financial questions you’ll ever answer—and knowing you have enough is about more than reaching a certain number. In this episode of Allworth’s Money Matters, Scott and Pat help a 57-year-old teacher determine whether she can afford to leave the classroom after 33 years. They break down her pension, retirement savings and spending needs, and discuss whether taking a pension supplement as a lump sum or an annuity makes more sense. Then, a young couple e
Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity (opens the original)
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Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of Money Matters, Scott and Pat help one investor weigh big decisions—from helping adult children buy homes to managing portfolio risk—before an aggressive retirement. Then, they follow up with a high-income saver who put their "mega backdoor" advice into action and is now looking at direct indexing for better tax efficiency. From choosing the right advisor to making smarter investment moves, ear
Protecting Wealth: Taxes, Concentrated Stock and Risk (opens the original)
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How do you protect a lifetime of savings when tax laws and changing life goals shift your priorities? In this episode of Money Matters, Scott and Pat explore wealth preservation, from managing concentrated stock positions and real estate decisions to sophisticated tax planning. In this episode: The $5.6M Property Test: Scott and Pat analyze a caller’s plan to carry three homes in retirement. They discuss “carry risk” and why even a $5.6 million net worth doesn’t automatically justify expanding a
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