For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates.
Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.
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For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates.
Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.
Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions
Allworth Financial‘s Money Matters
54 minutes
1 month ago
Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions
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 hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who’s rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state employee balancing burnout, real estate, and early retirement goals. Finally, Allworth’s Head of Wealth Planning, Victoria Bogner, joins to explain how taxes, Medicare, and market strategy all connect inside a resilient financial plan. If you’ve ever wondered whether your financial plan could weather a true market test, this episode delivers clarity, humor, and timeless perspective.
Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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.
Allworth Financial‘s Money Matters
For 30 years, Money Matters hosts Scott Hanson and Pat McClain have answered thousands of questions from callers just like you. This is the perfect podcast for you if you have questions like, should I do Roth conversions? Are there tax strategies I should be using? Do I have the proper estate plan? Is my portfolio allocation diverse enough? Will I retire on time? Listen at your convenience to one of the longest running financial radio shows on www.moneymatters.com, through iTunes, or you can have podcasts delivered right to your email. Subscribe today. Money Matters: Entertainment that educates.
Join the conversation, ask Scott and Pat your financial questions, by sending an email to questions@moneymatters.com.
