About this podcast
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? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can…
500 episodes · business
Money Matters by Allworth Financial
About this podcast
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? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can…
Recent episodes
- When Can You Retire? Making the Most of Your Savings5 Sept · 44 min
- Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity29 Aug · 57 min
- Protecting Wealth: Taxes, Concentrated Stock and Risk22 Aug · 42 min
- $3M+ Retirement: Long-Term Care, Early Inheritances & The "3 C's" Strategy15 Aug · 44 min
- AI Investing Insights & Strategies for RSUs and Roth Conversions8 Aug · 58 min
- Case Studies: Protecting Your Legacy from IRA and Insurance Traps1 Aug · 43 min
- Multi-Million Dollar Retirement: Roth Conversions & Estate Planning25 Jul · 55 min
- $2.1M Gifting & Business Exits: Estate Planning Case Studies18 Jul · 49 min
- $450k Salaries & $1.1M Portfolios: Two Retirement Case Studies11 Jul · 38 min
- Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?4 Jul · 40 min
podlinkr.com/en/money-matters-by-allworth-financial
For a poster or slide.