Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student loans.

Additionally, special guest Apollo Lupescu from Dimensional Fund Advisors joins the discussion, providing a comprehensive analysis of how political shifts, such as presidential elections, can impact the stock market. Lupescu emphasizes the importance of separating emotion from evidence in financial decision-making, offering valuable insights into market behavior and investment strategies.

Tune in to gain a deeper understanding of how to navigate your financial future amidst market uncertainty and political changes.

Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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On

Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

Money Matters: Navigating financial decisions amidst market uncertainty.

Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.

Navigating Financial Turbulence: Election Impacts and Investment Strategies

Maximizing financial strategies, understanding Buffered ETFs, and estate planning.

Navigating financial waters: Investments, retirement, and risk.

Money Matters: Retirement planning, tax strategies, investment insights, and more.

Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.

Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.

The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.

Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.

When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.

The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.

The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.

The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.

Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.

Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.

The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.

Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.