Podcast Episodes
Back to SearchEarly Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity
Episode 542
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 investo…
2 months ago
Protecting Wealth: Taxes, Concentrated Stock and Risk
Episode 541
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…
2 months, 1 week ago
$3M+ Retirement: Long-Term Care, Early Inheritances & The "3 C's" Strategy
Episode 540
Are you prepared for the complexities of a high-value retirement? In this episode of Allworth’s Money Matters, Scott and Pat break down real-world ca…
2 months, 2 weeks ago
AI Investing Insights & Strategies for RSUs and Roth Conversions
Episode 539
In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are j…
2 months, 3 weeks ago
Case Studies: Protecting Your Legacy from IRA and Insurance Traps
Episode 538
In this episode of Allworth’s Money Matters, Scott and Pat take a deep dive into two real-world case studies that highlight the critical difference b…
2 months, 4 weeks ago
Multi-Million Dollar Retirement: Roth Conversions & Estate Planning
Episode 537
What does it take to manage a multi-million dollar portfolio once you’ve stopped adding to it? In this episode of Money Matters, Scott and Pat dive i…
3 months ago
$2.1M Gifting & Business Exits: Estate Planning Case Studies
Episode 536
How do you turn a "jackpot moment" into a lasting family legacy? In this episode of Allworth’s Money Matters, Scott is joined by partner advisor Rich…
3 months, 1 week ago
$450k Salaries & $1.1M Portfolios: Two Retirement Case Studies
Episode 535
While Pat is on vacation, Scott and partner advisor Richard Del Monte break down two high-stakes financial scenarios that highlight the difference be…
3 months, 2 weeks ago
Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?
Episode 534
In this episode of Money Matters, Scott and Pat dive into a $5M client case study on the hidden dangers of stock concentration and explain why a $1.5…
3 months, 3 weeks ago
$10M Retirement: The Tax Mistake High Earners Make
Episode 533
Can you support your adult children without derailing your retirement? In this episode of Money Matters, Scott and Pat dive into the financial realit…
4 months ago