Money Matters by Allworth Financial
Episodes
Using your homeâs equity
29 Aug 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat take several calls from listeners looking to refinance their mortgages. Scott and Pat advise an airline ...
Making sense of todayâs stock market
22 Aug 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat interview Andy Stout, CFA and Chief Investment Officer of Allworth Financial, about the stock market bre...
Is gold an investment or a commodity?
15 Aug 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the problems with using gold as a long-term investment. Scott and Pat advise a Sacramento caller...
Retirement planning for couples
08 Aug 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the unique financial planning challenges for married couples. They also break down the differenc...
Regaining your confidence about retirement
01 Aug 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss methods to secure your financial future in an uncertain time. Â Scott and Pat advise a Sacramen...
Social Securityâs funding crisis is here
25 Jul 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the pandemicâs impact on the future of Social Security, and what it could mean for your benefi...
Shedding light on faulty investment ideas
18 Jul 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the ways this pandemic is changing real estate, long-term care, and the energy industry. They al...
Investing in a challenging market
11 Jul 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the reasons why they donât believe in market timing and the issues surrounding the Paycheck Pr...
How is your financial advisor paid?
04 Jul 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat take tough financial questions from callers and discuss the inherent conflicts associated with the commi...
The diversified disciplined investment strategy wins again.
27 Jun 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the value of a diversified and disciplined approach to investment planning and the potential imp...
Whatâs going on with these markets?
20 Jun 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk with Allworth Financialâs CIO Andy Stout about whatâs driving the markets despite uncharted eco...
Fewer business trips, fewer office buildings
13 Jun 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss this pandemicâs potential long-term impacts on real estate. Scott and Pat advise a charitably ...
Nobody predicted the marketâs rebound
06 Jun 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the stock marketâs wild ride and the financial products that burned many retirees. Scott and P...
The bond marketâs message
30 May 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the strange behavior of many stocks, and why the bond market is acting differently. Scott and Pa...
Markets Are Resilient But, How Will Unemployment Impact Businesses?
23 May 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat take several calls and discuss the resiliency of the markets, but the impact of the high unemployment ra...
25 years and 1 million downloads later, retirement has changed
16 May 2020
Contributed by Lukas
On this weekâs 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 C...
What is your investment strategy?
09 May 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the reasons why this economic climate proves the need for a disciplined investment strategy. The...
Personal guarantees and debt can wreck your finances
02 May 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the current disconnect between the stock market and the broader economy. Â Scott and Pat advise...
Public pensions are in more trouble
25 Apr 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the economic implications of negative oil prices, the second stimulus package, and potential sta...
A recession is like a forest fire
18 Apr 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat interview Andy Stout, Chief Investment Officer of Allworth Financial. They discuss unemployment, the sto...
Todayâs fear affects your long-term goals
11 Apr 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat help you navigate the emotional roller coaster of todayâs markets and avoid the potential mistakes tha...
Taking control of your finances and staying sane
04 Apr 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss some ways that you can take control of your finances and look for opportunities in this challeng...
The CARES Act and its impact on you.
28 Mar 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat take a long-term perspective on the $2.2 trillion CARES Act. They discuss its potential impact on unempl...
This too shall pass
21 Mar 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the US governmentâs response to the economic fallout from the coronavirus. They also review th...
Special Edition: Reacting to the Coronavirus as an Investor
17 Mar 2020
Contributed by Lukas
On this special edition of the Allworth Money Matters podcast, we cover the Coronavirus and current stock market turbulence. Scott and Pat discuss wha...
Coronavirus and stock market turbulence
14 Mar 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the coronavirus and recent stock market turbulence. They also interview Michael Mouriski, CPA an...
The SECURE Act & the Impact on Estate Planning
07 Mar 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the least trustworthy industries, lawsuits against equity-indexed annuity companies and setting ...
Are you concerned about market turbulence?
29 Feb 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the coronavirus and offer a historical perspective on stock market dips. Scott and Pat speak wit...
Saving is more difficult in your 50s
22 Feb 2020
Contributed by Lukas
On this weekâs 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 pl...
Your financial advisorâs sales goals may affect you.
15 Feb 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss why Wells Fargo is offering financial advisors forgivable loans. They also talk about commission...
Protecting your money in the first years of retirement
08 Feb 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss a simple investment strategy that they use to protect retirement income. Scott and Pat advise a ...
What is your purpose in retirement?
01 Feb 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the challenge of finding your purpose after leaving a career. Scott and Pat advise a grandfather...
Stock prices donât tell the whole story.
25 Jan 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the stock marketâs continued rise, and why theyâre paying close attention to company earning...
Financial products for aging Americans
18 Jan 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the reasons why some advisors target aging Americans to buy unnecessary financial products. Sc...
Is your financial advisor a full-time fiduciary?
11 Jan 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and po...
Become and remain financially independent
04 Jan 2020
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent. Scott and Pat advise a woman,...
Financial New Yearâs Resolutions
28 Dec 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat provide examples of how you can improve your finances in 2020. Scott and Pat advise a Bay Area woman con...
When should you consider a Roth conversion?
21 Dec 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss why $1.8 billion may disappear in a private placement investment. Scott and Pat advise a caller ...
End-of-year tax planning
14 Dec 2019
Contributed by Lukas
On this weekâs Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax pl...
Put your power of attorney and advance healthcare directives in place.
07 Dec 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options wi...
If you are a high earner, take Social Security ASAP.
30 Nov 2019
Contributed by Lukas
On this weekâs Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. ...
Where do bonds fit in your savings?
23 Nov 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment. ...
The broken promises of indexed annuities.
16 Nov 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Pat and Allworth advisor David Schauer discuss the mechanics of indexed annuities, and why the broken pro...
Prepare your retirement savings for the next downturn.
09 Nov 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss how you can create a disciplined investment strategy. Scott and Pat advise a Denver...
Who gets caught in modern Ponzi schemes?
02 Nov 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss how a $1.3 billion Ponzi scheme ensnared many retail investors. Scott and Pat advis...
The We Companyâs flopped IPO
26 Oct 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss The We Companyâs IPO failure, and why huge investments arenât always intelligen...
Can you really afford your car?
19 Oct 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the rising length of auto loans, and what it means for you. Scott and Pat speak wit...
Want a lower mortgage rate? Just ask.
12 Oct 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss how you can potentially save on your current mortgage, and General Electricâs pen...
Is Facebook a monopoly?
05 Oct 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the potential break-up of big technology companies, including Facebook, Google, and...
A financial model can say whatever you want
28 Sep 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss The We Companyâs troubled IPO, and why good stories donât always make good inve...
A disturbing investment trend
21 Sep 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the appeal and hidden pitfalls of purchasing an equity-indexed annuity. Scott and...
A $700,000 yearly income and no retirement savings.
14 Sep 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the benefits of a Health Savings Account, and why a high income does not equal a se...
Bernie Sanders meets Scott
07 Sep 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss why tax planning in your fifties can save you money down the road. Scott also tells...
What do negative interest rates mean for you?
31 Aug 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss why trillions of dollars are invested in negative interest debt. Scott and Pat advi...
Would you disown your child to cut college costs?
24 Aug 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the rising trend of parents disowning their children to qualify for financial aid. ...
Volatility is back: What Does That Mean for Your Investment Strategy?
17 Aug 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the current volatility in the markets, the negative yield curve and what that means...
The next Bernie Madoff could be lurking in your neighborhood
10 Aug 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss how you can protect yourself from some common investment frauds. Scott and Pat advi...
Making Money by Making Mistakes
03 Aug 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss what happens when investors accidentally purchase stocks. They also talk about why ...
Who is on the other side of your stock trades?
27 Jul 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss why day traders often lose money in the long-run. Scott and Pat advise a California...
Be skeptical about private placements
20 Jul 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the hidden risks in private placement investments. Scott and Pat speak with a calle...
Should you use your 401(k) to pay down your mortgage?
13 Jul 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the pitfalls of putting a rental property in your IRA. In a podcast exclusive, they...
Upcoming legislation could affect your retirement
06 Jul 2019
Contributed by Lukas
On this week's Allworth's Money Matters, Scott and Pat discuss how a new retirement bill, the SECURE Act, could affect you. Scott and Pat advise a S...
Protecting yourself, and loved ones, in later years
29 Jun 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss handling money, estate planning, and other financial considerations for someone wi...
An upcoming Supreme Court case could affect your retirement.
22 Jun 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss an upcoming Supreme Court case and the implications for your 401(k). They also unve...
Will the new fiduciary rule change the advice you receive?
15 Jun 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss a new SEC rule that could make financial advice more transparent, and then dissect ...
Is a Roth 401(k) a good option for you?
08 Jun 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss a subset of loans that have them concerned. 401(k) specialist, Jairo Gomez, joins t...
A special announcement from Scott and Pat
03 Jun 2019
Contributed by Lukas
This Saturday, June 8th, we are taking your calls from 8:00 a.m. to 11:00 a.m PT. Secure your spot by emailing [email protected]Â or call us ...
How much could new retirement legislation impact you?
01 Jun 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss how much, or how little, a new retirement bill could impact you. Scott and Pat sp...
Todayâs IPOs are not like ones in the past.
25 May 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss why companies like Uber and WeWork are going public, and what you should consider b...
When capital chases a product, prices increase.
18 May 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the economic forces that created the student debt crisis. Scott and Pat speak with ...
Advice for graduates and their parents
11 May 2019
Contributed by Lukas
Graduation season is here! On this weekâs special edition of Allworthâs Money Matters, Scott and Pat offer advice to graduates and their parents. ...
Bad investment products are sold, not bought.
04 May 2019
Contributed by Lukas
On this weekâs Allworthâs Money Matters, Scott and Pat discuss the sandwich generationâs difficult balance of saving for retirement versus helpi...
The Hot Industries of Today Will Not Be Hot Tomorrow
27 Apr 2019
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about how companies change within industries. Scott and Pat speak with a caller ...
Help your grandchildren, but not at the expense of your retirement.
20 Apr 2019
Contributed by Lukas
Celebrating Easter, this weekâs Money Matters is a look back at some of the showâs most memorable calls. Scott and Pat also discuss how many grand...
Stocks donât know that you own them
13 Apr 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss the wave of tech companies going public and introduce a new retirement frame of mind. Scott and ...
The Red Flags of Bad Investments
06 Apr 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about the fundamental economic problem facing the legal marijuana market. Scott and Pat speak with ...
Who are reverse mortgages right for?
30 Mar 2019
Contributed by Lukas
Tax Season is Here
23 Mar 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about some ways you can get ready for tax time, and the myth about filing an extension. Scott and P...
Will Social Security be a third rail topic?
16 Mar 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about why Social Security may or may not be a huge issue in the 2020 presidential election. Scott a...
Social Securityâs Uncertain Future
09 Mar 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat discuss their beliefs about the future of Social Security, and who may feel benefit cuts. Scott and Pat ...
We understand insurance. We donât sell insurance.
02 Mar 2019
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about the student loan crisis, and an insurance convention that inspired them to...
The problem with marijuana stocks.
23 Feb 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about why marijuana companies may not be a great investment opportunity, as well as the importance ...
Inflation can be your greatest danger in retirement.
16 Feb 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about the marketâs recent upswing, and why your investing emotions and investing actions should b...
Insurance companies are in the same market as you.
09 Feb 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about the resurgence of unconventional mortgages, or âliar loans.â Scott and Pat also have an e...
Revenue sharing can change your advisorâs view.
02 Feb 2019
Contributed by Lukas
Scott and Pat talk about how a seemingly small change in fees can cloud your advisorâs view, and the current state of the market. A caller anticipat...
What the new tax law means for mortgages.
26 Jan 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about how the new tax law may change the way you want to pay off your mortgage. Scott also talks ab...
The real value of sound financial advice.
19 Jan 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-bo...
An investment philosophy is half the equation.
12 Jan 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about the pension trouble facing government entities and companies like Pacific Gas and Electric. T...
Investing Doesnât Need to be Complicated
05 Jan 2019
Contributed by Lukas
On this weekâs Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019. Scott and Pat t...
Investing in Yourself is Saving
29 Dec 2018
Contributed by Lukas
Rounding out the year, this weekâs Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some mo...
Happy Holidays â Best of Show
22 Dec 2018
Contributed by Lukas
Celebrating the Holidays, this weekâs Money Matters is a look back at some of the most memorable calls from 2018. Scott and Pat talk to a charitably...
Hope is Not an Investment Strategy
15 Dec 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat look back on the cryptocurrency boom and bust, and why the values of long-term invest...
Giving is a healthy discipline for your finances.
08 Dec 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat lay out the tax-smart strategies for charitable giving during the holiday season or a...
Donât confuse the broad stock market with one company.
01 Dec 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about client reactions to the current market and the meaning of diversification....
Thanksgiving Best of Show
24 Nov 2018
Contributed by Lukas
In celebration of Thanksgiving, this weekâs Hanson McClainâs Money Matters radio show is a best of show with the top calls from the year. Scott an...
Baby Boomers are Unretiring
17 Nov 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat discuss why more retirees are heading back into the workforce, and the upside of fewe...
The Problem with Investing in Timber
10 Nov 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about the problem with timber as an investment and the importance of diversifica...
FANG Stocks and the Importance of Diversification
05 Nov 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about how the FANG stocks (Facebook, Apple, Netflix, and Google) have been carry...
The Current State and Trend of Todayâs IPO Market
27 Oct 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about the current state of the market, particularly the IPO market. Scott and Pa...
Avoiding Taxation on Required Minimum Distributions
20 Oct 2018
Contributed by Lukas
On this weekâs Hanson McClainâs Money Matters, Scott and Pat talk about a new permanent tax law and its impact on required minimum distributions. ...