Jul 5, 2020

Client Education Podcasts

Allworth Financial is home to both Money Matters and Simply Money, two of the longest-running financial talk radio programs in the country. Plus, recently, we’ve launched a new original podcast series: The Art of Retirement. 

Get to Know Our Founding PartnersVirtually!

Allworth Financial’s founding partners, Scott Hanson and Pat McClain, are co-hosts of Money Matters, one of the longest running financial talk radio shows in the United States. The weekly radio program and podcast is one of the many ways we choose to educate our audience and clients. 

In their over 20 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.

Recent Episodes

October 2, 2021 Episode: Expect rising insurance costs

On this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise.

September 25, 2021 Episode: Gold versus inflation

On this week’s Money Matters, Scott and Pat break down the myth linking gold prices with high inflation.

September 18, 2021 Episode: Tax increases and your changing financial plans

On this week’s Money Matters, Scott and Pat discuss which tax changes may result from the $3.5 trillion reconciliation bill and how savers can prepare.

September 11, 2021 Episode: A new home with no proof of income

On this week’s Money Matters, Scott and Pat discuss their concerns about higher home prices and why young savers should utilize Roth 401(k)s.

September 4, 2021 Episode: There’s no such thing as a “Free Lunch”

On this week’s Money Matters, Scott and Pat invite Allworth Financial’s Chief Investment Officer Andy Stout on the show to discuss the markets, inflation, unemployment, and how the Federal Reserve’s easing monetary policy might affect the overall economy.

August 28, 2021 Episode: Annuities inside 401(k)s

On this week’s Money Matters, Scott and Pat discuss the soaring used car market and speak with a caller who is considering buying a $100,000 annuity inside her 401(k) plan.

August 21, 2021 Episode: Planning for future tax change

On this week’s Money Matters, Scott and Pat discuss the challenges of making a Roth conversion decision and why some online retirement calculators may not give you the correct answer for your situation.

August 14, 2021 Episode: Rolling a truck through a loophole

On this week’s Money Matters, Scott and Pat discuss the reasons why Special Purpose Acquisition Companies can be ripe for fraud, and why one electric vehicle maker is now charged with defrauding investors.

August 7, 2021 Episode: A half-trillion-dollar wipeout

On this week’s Money Matters, Scott and Pat discuss China’s crackdown on technology and education companies and how that hurts American investors. 

July 31, 2021 Episode: Buy, borrow, die

On this week’s Money Matters, Scott and Pat discuss how company founders borrow against their stock to live tax-free, why some ordinary investors attempt something similar, and the reason these strategies often go awry.

July 24, 2021 Episode: The 2% plummet

On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.

July 17, 2021 Episode: Deciding when to sell an asset

On this week’s Money Matters, Scott and Pat discuss the one question to ask yourself if you’re struggling to decide whether to hold or sell an asset.

July 10, 2021 Episode: Learning from your investment history

On this week’s Money Matters, Scott and Pat discuss how your experience investing during the pandemic can help guide future financial decisions.

July 3, 2021 Episode: The myth of “unleashing” home equity

On this week’s Money Matters, Scott and Pat answer why using your home’s equity for other investments can come back to bite you.

June 26, 2021 Episode: Quantitative easing and interest rates

On this week’s Money Matters, Scott and Pat revisit some of the best calls from the year before moving on to discuss the long-term impact of the Federal Reserve’s quantitative easing program.

June 19, 2021 Episode: When the ducks quack

On this week’s Money Matters, Scott and Pat discuss the fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them.

June 12, 2021 Episode: Taking care of your pets and your finances

On this week’s Money Matters, Scott and Pat discuss why people actually have an easier time taking advice about their pets than for themselves.

June 5, 2021 Episode: Vetting your financial advisor

On this week’s Money Matters, Scott and Pat discuss how clients can research their financial advisor’s background and why it’s so important.

May 29, 2021 Episode: The best calls from recent programs

On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.

May 22, 2021 Episode: Stock pricing and coin flipping

On this week’s Money Matters, Scott and Pat discuss the key reasons why popular investment fund managers have trouble repeating stellar returns.

May 15, 2021 Episode: Volatility returns to the stock market

On this week’s Money Matters, Scott and Pat discuss why they are concerned about the fact that more savers are pouring money into speculative investments, including cryptocurrencies and SPACs.  

May 8, 2021 Episode: Cryptocurrency and Greater Fools

On this week’s Money Matters, Scott and Pat discuss Dogecoin’s mind-boggling rise and why the increased speculation on cryptocurrencies parallels the dot-com boom.

May 1, 2021 Episode: The challenge of tax planning

On this week’s Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market.

April 24, 2021 Episode: Retirement planning when life happens

On this week’s Money Matters, Scott and Pat discuss how good financial plans adapt to the ups and downs of life, before taking calls about money and retirement.

April 17, 2021 Episode: This too shall end

On this week’s Money Matters, Scott and Pat discuss the challenge of rebalancing your investments when the stock market has performed well.

April 10, 2021 Episode: Ballooning national debt and the risk to retirees

On this week’s Money Matters, Scott and Pat discuss the reasons why America’s rapidly growing debt could hurt retirees.

April 3, 2021 Episode: The allure of a risk-free retirement

On this week’s Money Matters, Scott and Pat discuss the unsavory ways some financial advisors are promising to help investors “retire without risk.”

March 27, 2021 Episode: The allure of a risk-free retirement

On this week’s Money Matters, Scott and Pat discuss the long-term problems with “momentum investing,” and why Blockbuster is a good illustration of the potential downfall of today’s hot stocks.

March 20, 2021 Episode: The swings and fascinations of this year’s financial markets

On this week’s Money Matters, Scott and Pat discuss new investment schemes and shiny object scams that are good for TV ratings but will likely end poorly for most investors.  

March 13, 2021 Episode: The so-called relief bill

On this week’s Money Matters, Scott and Pat discuss the potential long-term consequences of the $1.9 trillion stimulus package.

March 6, 2021 Episode: Silicon Valley wages in rust belt towns

On this week’s Money Matters, Scott and Pat discuss why more cities are paying remote workers to relocate.

February 27, 2021 Episode: There is no silver bullet investment

On this week’s Money Matters, Scott and Pat discuss an alleged $1.8 billion Ponzi-like scheme and how unsuspecting investors lost their retirement savings.

February 20, 2021 Episode: The SPAC Boom

On this week’s Money Matters, Scott and Pat explain the surge of Special Purpose Acquisition Companies and how it could transfer even more wealth from the middle class to Wall Street.

February 13, 2021 Episode: The costs of free stock trading

On this week’s Money Matters, Scott and Pat discuss the free stock trading boom and who will ultimately get hurt.

February 6, 2021 Episode: The right and wrong ways to refinance

On this week’s Money Matters, Scott and Pat discuss the scenarios where refinancing a mortgage could hurt your retirement.

January 30, 2021 Episode: Mortgaging the future

On this week’s Money Matters, Scott and Pat discuss how listeners can plan for Social Security’s funding crisis, the impact of low-interest rates on public pensions, and what rising government debt could do to our future economy. 

January 23, 2021 Episode: Lack of opportunity and disposable income

On this week’s Money Matters, Scott and Pat discuss one of their favorite tax-savvy investment strategies and the key factors driving this bull market.

January 16, 2021 Episode: Free money and no-interest mortgages

On this week’s Money Matters, Scott and Pat discuss how low-interest rates are driving the market and why a Danish bank is offering 20-year mortgages at 0%.  

January 9, 2021 Episode: You cannot time the market

On this week’s Money Matters, Scott and Pat discuss the stock market’s perplexing surge, how bubbles have historically formed, and how disciplined investors can respond in the meantime.

January 2, 2021 Episode: Big financial resolutions versus incremental changes

On this week’s Money Matters, Scott and Pat discuss things you can do to improve your finances right from the beginning of the year, and then look back at some of the best calls from 2020.

December 26, 2020 Episode: The heartwarming calls from 2020

On this week’s Money Matters, Scott and Pat look back at calls from listeners looking to give back, start new businesses, and help their families.

December 19, 2020 Episode: Where Donor Advised Funds are helping

On this week’s Money Matters, Scott and Pat discuss the promising ways that charitable giving changed in 2020.

December 12, 2020 Episode: Why we’re donating $1 million to help foster children

On this week’s Money Matters, Scott publicly discusses his experience as a foster parent for the first time. Scott and Pat then announce a new philanthropic endeavor called Allworth Kids, which will encourage people to help foster children, and includes a company-wide campaign to donate $1 million to the Ticket to Dream Foundation.

December 5, 2020 Episode: When stock prices grow faster than earnings…

On this week’s Money Matters, Scott and Pat discuss end-of-year tax planning considerations in this uncertain political season, along with the reasons why they aren’t celebrating higher stock prices just yet.

November 28, 2020 Episode: A savings method that you may miss

On this week’s Money Matters, before taking your calls, Scott and Pat discuss the hidden benefits of Health Savings Accounts.

November 21, 2020 Episode: Financial advice from California to Guam

On this week’s Money Matters, Scott and Pat discuss new bi-partisan retirement legislation making its way through the United States Congress, and then take listener questions from around the globe.

November 14, 2020 Episode: Are you smarter than the market?

On this week’s Money Matters, Scott and Pat discuss the new ways that traders are trying to outsmart the broad stock market and the fundamental truths if you try to do so.

November 7, 2020 Episode: Politics, your investments, and what really matters

On this week’s Money Matters, Scott and Pat interview Andy Stout, CFA, the Chief Investment Officer of Allworth Financial. They have a wide-ranging conversation about the presidential election, following a disciplined investment strategy, and the economic forces more important than the politician sitting in the Oval Office.

October 31, 2020 Episode: Ambient emotions and your financial decisions

On this week’s Money Matters, Scott and Pat discuss the ways that temporary pandemic stress can affect your long-term financial decisions.

October 24, 2020 Episode: A Fool’s Game

On this week’s Money Matters, Scott and Pat discuss the challenges of making financial decisions with aging parents, then speak with several callers concerned about how the presidential election will impact their investments.

October 17, 2020 Episode: The early retirement “choice”

On this week’s Money Matters, Scott and Pat discuss the pandemic’s uneven economic effects and the reason why the cost of refinancing a mortgage will rise soon.

October 10, 2020 Episode: Is COVID-19 changing the way you think about money?

On this week’s Money Matters, Scott discusses his experience contracting COVID-19. Scott and Pat also take several calls from investors who are considering changing their financial strategies based on the headlines.  

October 3, 2020 Episode: Calls about the pandemic and possible new retirement goals

On this week’s Money Matters, Scott and Pat look back at a few memorable calls from the height of the pandemic, before discussing some of the key reasons why more Americans want to work after retiring.

September 26, 2020 Episode: Day traders, options, and a soaring stock market

On this week’s Money Matters, Scott and Pat discuss how options and online traders are boosting stock prices, and how that trend may end.

September 19, 2020 Episode: Are we in another dot-com bubble?

On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.

September 12, 2020 Episode: Rising home prices and negotiable rents

On this week’s Money Matters, Scott and Pat discuss real estate market trends and some concerning long-term economic risks.

September 5, 2020 Episode: Clarity returns to the stock market

On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit lOn this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.

August 29, 2020 Episode: Using your home’s equity

On this week’s Money Matters, Scott and Pat take several calls from listeners looking to refinance their mortgages.

August 22, 2020 Episode: Making sense of today’s stock market

On this week’s Money Matters, Scott and Pat interview Andy Stout, CFA and Chief Investment Officer of Allworth Financial, about the stock market breaking record-highs during a pandemic, and the importance of creating a disciplined investment strategy.

August 15, 2020 Episode: Is gold an investment or a commodity?

On this week’s Money Matters, Scott and Pat discuss the problems with using gold as a long-term investment.

August 8, 2020 Episode: Retirement planning for couples

On this week’s Money Matters, Scott and Pat discuss the unique financial planning challenges for married couples. They also break down the differences between Donald Trump’s and Joe Biden’s tax proposals in an exclusive podcast segment.

August 1, 2020 Episode: Regaining your confidence about retirement

On this week’s Money Matters, Scott and Pat discuss methods to secure your financial future in an uncertain time.

July 25, 2020 Episode: Social Security’s funding crisis is here

On this week’s Money Matters, Scott and Pat discuss the pandemic’s impact on the future of Social Security, and what it could mean for your benefit.

July 18, 2020 Episode: Shedding light on faulty investment ideas

On this week’s Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They also review some estate planning strategies that could go away.

July 11, 2020 Episode: Investing in a challenging market

On this week’s Money Matters, Scott and Pat discuss the reasons why they don’t believe in market timing and the issues surrounding the Paycheck Protection Program.

July 4, 2020 Episode: How is your financial advisor paid?

On this week’s Money Matters, Scott and Pat take tough financial questions from callers and discuss the inherent conflicts associated with the commission-based advisor model.

June 27, 2020 Episode:

On this week’s Money Matters, Scott and Pat discuss the value of a diversified and disciplined approach to investment planning and the potential impact of various pandemic relief programs on the economy.

June 20, 2020 Episode: What’s driving the markets?

On this week’s Money Matters, Scott and Pat talk with Allworth Financial’s CIO Andy Stout about what’s driving the markets despite uncharted economic headwinds and challenging headlines.

June 13, 2020 Episode: Fewer business trips, fewer office buildings

On this week’s Money Matters, Scott and Pat discuss this pandemic’s potential long-term impacts on real estate.

June 6, 2020 Episode: Nobody predicted the market’s rebound

On this week’s Money Matters, Scott and Pat discuss the stock market’s wild ride and the financial products that burned many retirees.

May 30, 2020 Episode: The bond market’s message

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

May 23, 2020 Episode: The impact of unemployment

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.

May 16, 2020 Episode: 25 years and 1 million downloads later, retirement has changed

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 with a woman in Colorado looking to invest the money in her bank CDs.

May 9, 2020 Episode: What is your investment strategy?

On this week’s Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy.

May 2, 2020 Episode: Personal guarantees and debt can wreck your finances

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

April 25, 2020 Episode: Public pensions are in more trouble

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

April 18, 2020 Episode: A recession is like a forest fire

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.

April 11, 2020 Episode: Taking control of your finances and staying sane

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.

April 4, 2020 Episode: Taking control of your finances and staying sane

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.

March 28, 2020 Episode: The CARES Act and its impact on you.

On this Money Matters episode, 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.

March 21, 2020 Episode: Special Coronavirus Podcast Episode

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

March 17, 2020 Episode: Special Edition: Reacting to the Coronavirus as an Investor

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.

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