Podcast Episodes
Back to SearchRoth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios
Episode 511
In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Roth…
4 months, 3 weeks ago
Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess
Episode 509
In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when …
4 months, 4 weeks ago
$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families
Episode 510
In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks guidance …
5 months ago
Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
Episode 508
In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listen…
5 months, 1 week ago
Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights
Episode 507
In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key tax-savv…
5 months, 2 weeks ago
Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+
Episode 506
What would you do with over $6 million? In this episode of Allworth’s Money Matters, Scott and Pat take a call from a couple in their early 60s with …
5 months, 3 weeks ago
Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds
Episode 505
In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, d…
6 months ago
Financial Planning Strategies for Freedom, Flexibility, and Smarter Investing
Episode 504
On this week’s Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differences betwee…
6 months, 1 week ago
Selling Smart, Building Wealth: Business Exit Strategy, Tax Moves & Real-Life Financial Wins
Episode 503
In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth’s Head of Private Wealth Strategies, about smart planning b…
6 months, 2 weeks ago
High-Net-Worth Playbook: Portfolio Rebalancing, Executive Stock Strategies & Estate Planning Wins
Episode 502
In this value-packed episode of Allworth’s Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating today…
6 months, 3 weeks ago