Podcast Episodes
Back to Search401(k) Roth Rule Change + Balancing Pensions and Roth IRAs
Episode 512
In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contrib…
9 months ago
Roth 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…
9 months, 1 week 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 …
9 months, 2 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 …
9 months, 3 weeks 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…
9 months, 3 weeks 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…
10 months, 1 week 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 …
10 months, 2 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…
10 months, 3 weeks 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…
10 months, 4 weeks 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…
11 months ago