Podcast Episodes
Back to SearchHigh-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…
11 months, 1 week ago
Managing Millions: Helping Your Kids Financially and Using Charitable Trusts to Boost Retirement
Episode 501
On this week’s Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 millio…
11 months, 2 weeks ago
The Magnificent Seven’s Market Risk, Early Retirement Planning, Roth vs. 401(k), and Portfolio Strategy
Episode 500
On this week’s Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just …
11 months, 3 weeks ago
Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves
Episode 499
On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down w…
1 year ago
AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth
Episode 498
On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They …
1 year ago
Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results
Episode 497
On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and requi…
1 year ago
Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions
Episode 496
Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so it can ho…
1 year ago
Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement
Episode 495
On this week’s Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more t…
1 year, 1 month ago
AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions
Episode 494
Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with earnings—o…
1 year, 1 month ago
BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management
Episode 493
Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and P…
1 year, 1 month ago