Podcasts about money matters

What happens when artificial intelligence steps off the screen and into the physical world? At Future Proof, Christopher Hensley stopped at the KraneShares booth after spotting KOID, a humanoid robot. KOID noticed Christopher's Doctor Strange shirt and responded with an unexpected lesson about the character—turning a quick convention encounter into this conversation. In Money Matters Episode 350, Christopher is joined by Brendan Ahern, Chief Investment Officer at KraneShares, and Joseph Dube—along with KOID—to explore physical AI and the rapidly evolving world of humanoid robotics. They discuss how embodied AI differs from chatbots, what it takes for robots to perceive and operate in real environments, the industries most likely to adopt the technology, and the practical limitations that still need to be solved. This Digital Kaizen special edition also touches briefly on robotics as a long-term investment theme without recommending a fund, security, or strategy. In this episode: • What "physical AI" means • Why a humanoid form can matter • How robots learn to navigate real-world environments • Where robotics may create practical value first • The technical and economic barriers still ahead • How to discuss an emerging investment theme without turning it into a product pitch Watch the full episode on YouTube: https://youtu.be/T4sYtIIg6Ko This episode is for educational and informational purposes only and is not investment, tax, or legal advice. References to companies, technologies, funds, or investment themes are not recommendations to buy or sell any security.

The iPhone Duo is the latest greatest gadget. In this episode of Money Matters, Chad P. Wilson gives you a helpful grid and a serious of questions to help you decide whether this or any other gadget is worth the investment.  This episode was recorded on September 29, 2026 by Chad P. Wilson of Foundation Bank.

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg, Todd Glick Jr., Dave Sherwood, Dylan Greenberg and Sebastian Borsini take stock of a September that has treated the big indexes better than the calendar usually allows. The S&P 500 and the Nasdaq have eked out gains for the month on the back of a tech bounce, while the Dow, the Russell 2000 and the equal weight S&P are all lower, and we spend real time on what that split means if your own portfolio is not keeping pace with the headlines. Dave runs the math on what a typical 60/40 mix might reasonably show year to date when the bond side is fighting the highest 10-year yield in 19 years, and Dean explains why he stays cautious inside a trading range with an election a few weeks out. Meta is the story of the week. A few weeks after the headlines had it going the way of the tobacco companies, the lawsuit is settled and the stock is running on Muse, a personal AI agent that hit number one on the App Store. Dean has been using it to shop for a television, Todd lays out why an agent that learns you is different from a search box, and the whole table gets into the glasses, the memory chips behind all of it, and what happens to chip stocks once the CHIPS Act buyback restriction expires in December. Then Dean draws the line that matters for this business. Computers ran the trading in 1987 too, right up until they sold the market down twenty percent in a day, and the circuit breakers we have now exist because humans had to step back in. AI can build a portfolio. It cannot ask what you actually want your life to look like, which is why we say we do not plan for your retirement. We plan for what comes after it. The rate side is where the planning conversation gets practical. Diesel has doubled in twelve months, the 30-year mortgage is back above seven percent, and the show walks through why a short term bond fund is sitting flat this year while the long bond fund is down more than six percent. We explain why we build ladders of individual bonds for larger accounts instead of bond funds, what a multi-year guaranteed annuity can do in a taxable account that a bond cannot, and why the money sitting in your checking account may be the most expensive thing you own. There is also a look at the bottom of the Dow, a sell call on Netflix, the retailers that are still winning, and Oracle's data center trouble. Firm news: our free interactive financial planning workshop is Friday, October 30, 11:30 to 2 at La Paloma Country Club, lunch included. All three advisors will be there along with Hailey Glick from our tax team, and we will walk through a complete plan from start to finish and take your questions. New TV episodes are coming to KVOA channel 4 at 10 p.m. after the news. And Dave has a fun fact about a plumber in Alaska and the number one salad dressing in the world. If you have never seen what a real plan looks like, the workshop is the easiest place to start, and the personalized plan we build afterward is free whether or not you ever become a client. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 25 September 2026 with 2CC’s Leon Delaney. The topic is: What to do with an inheritance? . What do you do if you come into an unexpected windfall such as an inheritance or perhaps even if you’re lucky enough, […]

Today on the Pod, Jerry tries to explain entrustivity and Manaia retires from the admin game... Follow The Hauraki Breakfast Show on Instagram Subscribe to the podcast now on iHeartRadio, YouTube, or wherever you get your podcasts! Featuring Jeremy Wells and Manaia Stewart, "The Hauraki Breakfast" a radio show like no other weekdays from 6am on Radio Hauraki. Guaranteed to teach you bad new habits, raise your eyebrows, and make you smirk on a regular basis. News, sport & music that rocks! See omnystudio.com/listener for privacy information.

Is it possible to do a Roth conversion too early? In this episode of Money Matters, Scott and Pat break down why the timing of your tax planning matters just as much as the strategy itself. They answer real listener questions on navigating the retirement transition—from managing adjusted gross income, to understanding how a great financial advisor provides value beyond just managing a portfolio. Plus, Allworth Chief Investment Officer Andy Stout joins to discuss the 10-year Treasury yield hitting 5%, putting rising interest rates and government debt into historical perspective. In this episode, Scott and Pat discuss: Roth Conversion Timing: Why converting too early could unintentionally spike your healthcare premiums under the Affordable Care Act. The Value of Wealth Planning: What you should expect from an advisor beyond investment management, and how to evaluate fee structures. 5% on the 10-Year Treasury: Allworth Chief Investment Officer Andy Stout breaks down inflation expectations, Federal Reserve rate moves, and market volatility. National Debt & Entitlements: Putting modern government spending and Social Security concerns into long-term context.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.

We break down what credit really is, why your credit report matters as much as your credit score, and how to spot problems before they block your next goal. We also clear up common credit myths, explain credit utilization in plain language, and share ways to get no-judgment help through our financial wellness counselors. • credit as the ability to borrow now and pay later • why you should review the full credit report not only the score • fraud and errors showing up on reports and why timing matters • how often to check your credit report and why corrections can take months • what appears on a credit report including old accounts and inquiries • myth busting on checking your own credit and score impact • the 30% credit utilization guideline and why carrying a balance is not required • reasons a score may not rise even with on-time payments • credit mix and length of credit history including challenges for young adults • common mistake of opening too many new accounts at once • Blueprint for Financial Success options for virtual phone or in-person support • Credit Pit Stop details including quick sessions and free breakfast Please go to our website, neighborsfcu.org. You've got to register. Subscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial future. Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. 

Wie ruimt ons afval op en wie betaalt daarvoor? Ruben en Jamy duiken deze aflevering in de afvalindustrie. Want hoewel we steeds meer afval proberen te recyclen, zitten er in het huidige systeem ook prikkels die dat juist niet altijd makkelijker maken. Gelukkig zijn er ook ondernemers en lokale initiatieven die laten zien dat het anders kan. Zo horen we van Natasha Hermsen van Droppie hoe zij recyclen makkelijk, leuk én lonend willen maken. En Ruben vertelt over de Afrikaanderwijk Coöperatie in Rotterdam, waar bewoners zelf de afvalinzameling rond de Afrikaandermarkt organiseren. Kan afvalinzameling zo niet alleen duurzamer, maar ook maatschappelijk waardevoller worden? Daarna hebben we het over sociaal ondernemerschap. Al jaren wordt gesproken over een aparte juridische erkenning voor sociale ondernemingen, maar de maatschappelijke BV laat nog altijd op zich wachten. Ondertussen staat de rentmeestervennootschap wél op de politieke agenda. Wat is het verschil tussen die twee? En waarom is een aparte erkenning eigenlijk belangrijk voor sociaal ondernemers? Maaike Groen, directeur van Social Enterprise NL, schuift aan en vertelt waarom haar organisatie blijft pleiten voor de maatschappelijke BV. Ook bespreken we steward ownership, de kansen die juridische erkenning kan bieden bij financiering en maatschappelijk inkopen én waarom deze discussie na jaren nog altijd niet beslecht is. Onderteken hier de oproep van Social Enterprise NL aan het kabinet: Voer de maatschappelijke BV zo snel mogelijk inWil je op de hoogte blijven van nieuwe Money Matters-edities? Abonneer je dan op ons kanaal via Spotify, Apple Podcasts of YouTube. Host: Ruben Koekoek Co-host: Jamie GoewieGastbijdrage: Maaike Groen, directeur Social Enterprise NLGastbijdrage: Natasha Hermsen, mede-opricher Droppie Redactie: Lennart Pieters Productie: Spraakmaker Media Kennispartner: Duurzaam Financieel

Some people spend a lifetime accumulating wealth. Wes Moss has spent nearly three decades studying what that wealth is actually for. In this episode of Retire Southern, James Lewis sits down with his longtime friend, colleague, and occasional bandmate to trace Wes's journey from rural Pennsylvania and Amish farm country to the University of North Carolina, Atlanta radio, and a career helping people build happier retirements. Wes shares the research behind his newest book, The Retire Sooner Method, which debuted in the Top 20 on the USA TODAY bestseller list. Drawing from a national study of 1,200 Americans, he explains the financial and lifestyle habits most closely associated with retirement happiness, including financial security, core pursuits, meaningful relationships, planning your future, and getting enough sleep. He also reflects on his relationship with Clark Howard, the evolution of Money Matters, America's longest-running live call-in investment and personal finance radio show, and why the ultimate goal is not simply accumulating more money. Because retirement is not only about retiring sooner. It is about living sooner. Read the companion feature, "Maybe I Can Do That One Day," and discover more stories about the people, places, and experiences shaping the South at: https://www.retiresouthern.com/lifestyle/wes-moss-retire-sooner-method Rooted in the South. Driven by Purpose. Built for Living. This information is provided to you as a resource for informational purposes only and is not to be viewed as investment advice or recommendations. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to and should not form a primary basis for any investment decision that you make. Always consult your own legal tax or investment advisor before making any investment, tax, estate, financial planning considerations or decisions. The views and opinions expressed are for educational purposes only as of the date of production and may change without notice at any time based on numerous factors such as market or other conditions.

Choice Classic Radio presents Yours Truly, Johnny Dollar, featuring today's episode titled “The Too Much Money Matter.” Please consider supporting our show by becoming a patron at http://choiceclassicradio.com We hope you enjoy the show!

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg, Sebastian Borsini, and Todd Glick break down a week where the Federal Reserve raised interest rates a quarter point and the market barely flinched. The Dow and the Russell 2000 each slipped 1.7%, the S&P 500 finished close to flat, and the Nasdaq managed a small gain. We get into why the bond market had been pushing the Fed in this direction for weeks, what a 5% yield on the 10-year Treasury is telling us, and why a rate hike can say more about the strength of the economy than most people expect. From there we spend real time on the story that rattled tech stocks early in the week, a new round of headlines warning that AI could be a threat to humanity. Dean looks back at duck and cover drills, Y2K, and the Industrial Revolution to talk about how fear and progress have always traveled together. Sebastian brings in the Luddites, open source versus closed source models, and what is at stake if the United States slows down while other countries lean in. We also talk through oil and record diesel prices, the Bank of Japan's latest move, a volatile week for Bitcoin, the IPO calendar, and the corners of the market that have been quietly holding up, from energy and cybersecurity to value names. Dean also shares why he is staying patient heading into the fall and why having a plan matters more than having a prediction. Hailey Glick of G&G Tax Advisors joins us for the tax segment with year end right around the corner. We walk through required minimum distributions, who has to take them and when, and the penalty for missing one. Then we get into qualified charitable distributions, a little known rule that can trip up people still contributing to an IRA after 70 and a half, how Roth conversions can fit into the early retirement years, and what changes when you inherit an IRA. We also touch on 401(k) plans for business owners and when it might be time to ask whether an S corp makes sense. If a market drop has you wondering how your portfolio would hold up, our free financial plan and risk analysis are a great place to start. No cost, no obligation, and the plan is yours to keep. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

In dieser Episode ist meine Co-Autorin Corin Ballhaus zu Gast. Wir ordnen ein, was an den Schlagzeilen zur Altersarmut dran ist und wo einfach mit der Angst Geschäfte gemacht werden. Denn im Herbst startet die Hochsaison für Säule-3a-Werbung wieder.Corin erklärt, warum die offizielle Armutsstatistik nur einen Teil der Wahrheit zeigt und weshalb die entscheidenden Weichen für dein Alter viel früher gestellt werden als mit 50. Wir sind überzeugt, dass Wissen hilft, die eigene Situation und die Schlagzeilen in den Medien einzuschätzen.Du hörst in dieser Episode:Warum in der Armutsstatistik nur das Einkommen zählt und nicht das VermögenWelche Lebenssituationen wirklich ins Risiko führenWarum sinkende Pensionskassenrenten nicht bedeuten, dass dir jemand Geld wegnimmtWieso immer mehr Leute ihr Kapital beziehen und was dabei schiefgehen kannWie du eine AHV-Rentenprognose erstellst und was sie dir verrätWarum Entsparen im Alter für viele so schwierig istErwähnte Episoden:165 – Teilzeitarbeit: Lifestyle oder Vorsorge-Risiko?119 - Die Auswirkungen von Teilzeitarbeit auf deine Rente061 - Die Pensionskasse: So kann ich jetzt Einfluss nehmenWerbung:Sponsorin von Money Matters ist die ⁠⁠Bank Cler⁠⁠. Vielen Dank! Die Bank Cler redet mit dir über Geld – offen und ehrlich. Egal, wie viel du davon hast. Und zwar so, wie's ihr Name verspricht: «Cler» bedeutet im Rätoromanischen «klar, einfach, deutlich». Die Bank Cler macht also deine Bankgeschäfte so unkompliziert und angenehm wie möglich.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 18 September 2026 with 2CC’s Leon Delaney. The topic is: Have you thought about the re-contribution strategy? In recent episodes we’ve talked about the taxes your adult children will have to pay on your super or pension. But did […]

In this episode, the speaker dives into a juicy celebrity gossip story involving a famous woman and her jujitsu instructor husband. But what's really going on behind the scenes? The speaker shares their thoughts on the situation, questioning whether the husband's family is truly concerned about his financial situation or if they're just jealous of his success. Along the way, the conversation takes a turn into a discussion about the importance of mutual respect in relationships and how money can impact a couple's dynamics.The speaker and their guest discuss whether it's okay to date someone who earns significantly less than you, and how that can affect the relationship. They share personal anecdotes and insights, including a funny story about a couple who paid off each other's debt together. The conversation also touches on the importance of accepting each other's financial responsibilities, whether it's student loans or other financial burdens.As the conversation unfolds, the speaker and their guest explore the complexities of relationships and the role of money in them. They discuss how people's attitudes towards money can be influenced by their upbringing and experiences, and how that can impact their relationships. The conversation is filled with humor and real-life examples, making it relatable and engaging.If you're curious about the celebrity gossip story and want to hear more about the importance of mutual respect in relationships, tune in to this episode to hear the full conversation. The speaker and their guest share their honest thoughts and opinions on a topic that's relevant to many of us.See omnystudio.com/listener for privacy information.

Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account before you stop working make mathematical sense? In this episode of Allworth's Money Matters, Scott and Pat walk through real-world portfolio case studies, dissect common tax myths, and break down where aggressive financial pitches fall short. Topics covered in this episode: The Rise of Prediction Markets: Why momentum traders are shifting from crypto to event betting, and how speculative traps disguise themselves as investing. Commercial Real Estate Realities: A look at how major leveraged properties can collapse, and the timeless importance of broad diversification. Caller Case Study (Jonathan): Evaluating a seminar pitch on life insurance with long-term care riders, understanding pure insurance costs, and deciding when self-insuring makes sense with a $2.5M portfolio. Caller Case Study (Jeff): Debunking the “zero taxes” pitch. Scott and Pat explore the math behind Roth conversions, the difference between marginal brackets, and why high earners shouldn't rush conversion timing before RMD age. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.  

For the first time in 3 years, the Fed might raise short-term interest rates. Hear how this might affect you in today's episode of Money Matters.  This episode was recorded on September 15, 2026 by Chad P. Wilson of Foundation Bank.

Let's talk about something that matters when you're building a business — how you get paid. In this episode of What's Next, Amanda and Aleesha break down the Hugh & Grace compensation plan and why it's designed to reward the many ways you can build and grow. From understanding how you earn to maximizing the different opportunities within the plan, they'll simplify the ins and outs and help you see how your everyday business activity can translate into income. Whether you're just getting started or ready to take your business to the next level, this episode will help you understand the plan, work it with intention, and make the most of what's possible.Find us at hughandgrace.com  On Instagram @hughandgrace       On Facebook @HughandGrace   Email us at customercare@hughandgrace.com Music: Realize your dreams by Sergio Prosvirini

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg opens the show with a personal story from 1998, a round of golf with a stranger from out of town, and a job offer on the upper floors of the North Tower that came with a piece of advice he still lives by. Twenty five years after 9/11, it is a reminder that a financial plan is really a lifestyle plan, and that the biggest opportunity is not always the right one. From there Dean, Dave Sherwood, and Sebastian Borsini get into a market that has had everything thrown at it and still sits just 2% off its all time high. We talk through oil up more than 25% in three weeks, a two year Treasury jumping to 4.63%, a 30 year at levels last seen in 2007, and what all of that means as we head into the seasonally tricky stretch between September and late October. We also spend real time on why 5% on high quality paper matters for retirees, why the Fed's next quarter point may be less important than the one after it, and the Arizona community property rule that can wipe out a lifetime of capital gains at the first spouse's passing. On the company side, Oracle's post earnings reversal, Meta's new AI agent and the settlement bill that comes with it, Intel and AMD raising prices, NVIDIA's stubborn stock, Qualcomm's new partnership with Amazon, and a Costco mystery that has nothing to do with gasoline. Hailey Glick of G&G Tax Advisors joins us to break down the difference between the standard deduction and itemizing, why only about one in ten filers itemize, how the bigger state and local tax bucket could change that, and why a credit is worth more than a deduction. Then estate attorney Jonathan Sibilia walks through the documents he updated before his own surgery last week, and explains why a mental health power of attorney can be the difference between a family decision and a courtroom. Our next interactive financial planning workshop is October 30th at 11:30 AM at La Paloma Country Club, and as always, the personalized financial plan is free whether or not you ever become a client. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Money might be one of the hardest conversations we avoid having. In this episode, I sit down with money expert Vivian Tu to talk about why money feels so uncomfortable, how the way we grew up shapes our financial habits, and how to have better conversations about money with your partner, your kids, and even your boss. Vivian also shares when to bring up money while dating, who should pay on the first date, and how to ask for the raise you deserve. Check out Ask Dolly here! https://askdolly.com/JF Join me on Supercast for ad-free episodes, bonus content, and AMAs: https://jefferson.supercast.com/ Leave me a voicemail to be featured on the show! https://www.jeffersonfisher.com/ask-jefferson  Order The Next Conversation Workbook: https://www.jeffersonfisher.com/workbook Thank you to our sponsors: Tiny Health: Go to https://tinyhealth.com/jefferson for $50 off your first at-home test kit. Cozy Earth. Upgrade Your Every Day. Get 20% off at cozyearth.com/jefferson or use code JEFFERSON at check out. BetterHelp. Click https://betterhelp.com/jeffersonfisher for a discount on your first month of therapy. Order my book, The Next Conversation, or listen to the full audiobook today. Like what you hear? Don't forget to subscribe and leave a 5-star review! Suggest a topic or ask a question for me to answer on the show!  Want a FREE communication tip each week? Click here to join my newsletter.  Join My School of Communication Watch my podcast on YouTube  Follow me on Instagram  Follow me on TikTok Follow me on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

This week's confession has us asking a big relationship question: How much does money matter when you're deciding whether to get married? One man says his girlfriend turned down his proposal because she couldn't see a future without a better lifestyle even though he had secretly won six figures in the lottery. Stacey and J Sbu put it to KZN: Is financial stability essential before marriage, and what are you waiting for a better salary, a house, savings or being debt-free? But you NEED to hear the call that came in, because Stacey and J Sbu have actually lived this in their own relationships and what that call turned into is something you'll want to hear. Listen right to the end.

We sit down with David Rogers, the creator of Black Blocks, to explore how a board game can make financial literacy feel exciting while teaching African American history. We break down how the game works, why it sparks better family conversations, and what money habits it helps players practice in real time. • why games can teach financial education better than traditional seminars • David's motivation rooted in parenting, youth education, and Black history • how Black Blocks works: starting cash, buying property, paying rent, and managing setbacks • Fate cards that test Black history knowledge with real consequences • Life cards that mirror everyday expenses and unexpected events • using game night to talk about budgeting, mortgages, insurance, and smart choices • common gaps in history knowledge and how curiosity drives deeper learning • core financial concepts: strategy, cash flow, avoiding overbuying, and not going bankrupt • where to buy the game and what David is building next Stay on track with your financial journey. Subscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial future.Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. 

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg opens the Labor Day weekend show with a look at the tug of war between the Federal Reserve and the White House over interest rates, why today's rates are closer to historically normal than many people remember, and what a hot jobs report and a strong GDP print mean for inflation. He also makes the case for embracing AI rather than fearing it, shares how the firm is using it to streamline its own work, and explains why data centers may bring more to local communities than the headlines suggest. Then Dean, Dave, Sebastian, and Todd break down a flat week for the S&P 500 that hid a softer broad market, the September seasonality question, and the rising odds of a Fed move later this month. We get into why global bond yields have been climbing, how that pressures stock valuations, and whether the Fed can really push mortgage rates lower while the long end of the curve has other ideas. Todd's beach ball analogy explains it better than any economist. Hailey Glick joins the tax segment to clear up one of the most misunderstood parts of the tax code: withholding and estimated payments. Extending your return is not extending your payment, and the IRS charges interest and penalties that are tough to outrun. We cover who needs to make quarterly payments, the safe harbor rule, why a new pension or a January stock sale can catch people off guard, and the difference between your tax bracket and your effective rate. Plus the one bracket that actually deserves your worry. Estate planning attorney Jonathan Scibilia stops by to introduce HLAEstate.com, a new attorney-built site for simple wills, trusts, beneficiary deeds, and powers of attorney, complete with attorney review and remote notary signing now that Arizona allows it. Later, we get into NVIDIA's Hugging Face acquisition, what open source really means, a Tucson fun fact involving the boneyard on Kolb Road, and a few ticker symbols that made us smile. Your free financial plan is waiting whenever you're ready. No obligation, no phone tree, just a real conversation. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

When can you retire? It's one of the biggest financial questions you'll ever answer—and knowing you have enough is about more than reaching a certain number. In this episode of Allworth's Money Matters, Scott and Pat help a 57-year-old teacher determine whether she can afford to leave the classroom after 33 years. They break down her pension, retirement savings and spending needs, and discuss whether taking a pension supplement as a lump sum or an annuity makes more sense. Then, a young couple earning a strong income wonders whether they should keep maximizing retirement savings or build up cash for a future home purchase and possible move out of California. Scott and Pat explain why sometimes the smartest financial decision isn't saving every available dollar for retirement—it's making sure your money supports the life you're trying to build. So, when can you retire, and how do you balance saving for tomorrow with the financial priorities you have today? Whether retirement is right around the corner or decades away, this episode offers practical perspective for making those decisions with confidence. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.

Could cuts to federal cancer research funding slow new treatments, disrupt clinical trials, and affect the care patients receive years from now? In Money Matters Episode 349, Christopher Hensley speaks with Dr. Fumiko Chino, MD, FASCO, Associate Professor in Breast Radiation Oncology at The University of Texas MD Anderson Cancer Center. Dr. Chino explains how federally funded research reaches patients, why sustained investment through the NIH and National Cancer Institute matters, and how interruptions today could affect tomorrow's breakthroughs. In this episode, they discuss: • How federal research funding supports advances in cancer screening, treatment, and survivorship • What funding uncertainty can mean for researchers, clinical trials, and patients • How health-care affordability, medical debt, and financial toxicity affect patients and families • Why rural and underserved communities may face greater barriers to cutting-edge care • Why cancer research should be viewed as a long-term investment in health and economic well-being Dr. Chino also shares how personal loss helped shape her mission to improve cancer care, access, quality, affordability, and patients' lived experience. Learn more: Protect federal cancer research — ASCO Save Research https://www.asco.org/get-involved/advocacy/advocacy-agenda-initiatives/federally-funded-cancer-research/save-research Dr. Fumiko Chino — MD Anderson Cancer Center https://faculty.mdanderson.org/profiles/fumiko_chino.html This interview opportunity was provided by the Association for Clinical Oncology. Money Matters is provided for educational purposes only and is not individualized medical, legal, tax, or financial advice.

O "Ulrich Responde" é uma série de vídeos onde analiso os recentes acontecimento da economia no Brasil e no Mundo e respondo perguntas enviadas por membros do canal e seguidores, abordando temas de economia, finanças e investimentos. Oferecemos uma análise profunda, trazendo informações para quem quer entender melhor a economia e tomar decisões financeiras mais informadas.A economia brasileira enfrenta um cenário de alerta com R$ 174 bilhões acumulados em pedidos de recuperação extrajudicial apenas em 2026, afetando gigantes como Braskem e, mais recentemente, a rede Habib's. A inadimplência das pessoas físicas atingiu o maior patamar da série histórica (5,81%), enquanto o lucro das empresas de capital aberto caiu 16% no segundo trimestre devido ao peso dos juros. No âmbito fiscal, a dívida pública brasileira piora sua composição, com o Tesouro Nacional recorrendo cada vez mais a títulos atrelados à taxa flutuante (Selic), que já representam 51,1% das emissões. Diante de uma disputa eleitoral mais acirrada entre Lula e Flávio Bolsonaro, grandes fundos da Faria Lima começam a se posicionar via opções no ETF EWZ, apostando em um possível rali de alta da bolsa.No cenário internacional, o Tesouro americano intensificou a intervenção no mercado de dívida, dobrando as recompras de títulos longos e cogitando usar a conta única do Tesouro (TGA) para segurar a curva de juros. Essa manobra foi criticada por grandes nomes do mercado, como Stanley Druckenmiller, que defendem a necessidade de um ajuste fiscal real nos EUA. Durante o Simpósio de Jackson Hole, o novo presidente do FED, Kevin Warsh, adotou um tom duro (hawkish) contra a inflação, anunciando o fim do "Forward Guidance" e resgatando o princípio de que a oferta monetária importa para a economia. O vídeo também aborda o nível crítico das reservas estratégicas de petróleo dos EUA, os riscos no Estreito de Ormuz, a guerra comercial de Trump, o acordo bilionário da Meta sobre redes sociais.00:00 - A onda de Recuperações Judiciais (Habib's, Raízen, Braskem)01:41 - Queda nos lucros corporativos e recorde histórico de inadimplência04:04 - A piora do perfil da dívida pública brasileira (aumento de LFTs)08:53 - Eleições presidenciais e como o mercado está operando opções no EWZ11:28 - Análise do desempenho de Lula no Jornal Nacional13:25 - Intervenção do Tesouro Americano e as críticas de Stanley Druckenmiller15:56 - Discurso de Kevin Warsh no FED: Fim do Forward Guidance e "Money Matters"21:18 - Nível crítico das reservas de petróleo dos EUA e tensão no Estreito de Ormuz24:35 - O "D-Day Econômico" contra o Irã e as guerras comerciais de Trump28:36 - Fato bizarro: Presidente da Síria utilizando cartão Visa30:00 - Acordo de US$ 18 bilhões da Meta e o papel dos pais no controle das redes34:40 - Dúvidas: A manobra do Tesouro dos EUA é um QE disfarçado?35:29 - O papel e as falhas das agências de rating e órgãos reguladores38:28 - Falta de mão de obra, transição de carreira aos 35 anos e riscos do "All-in"40:22 - Conselho final de sobrevivência caso haja um "Lula 4"

Wes Moss is a Managing Partner and Chief Investment Strategist at Capital Investment Advisors (CIA), where he leads a team dedicated to helping individuals and families achieve financial independence. A CERTIFIED FINANCIAL PLANNER™ and prominent money educator, Wes is the author of What The Happiest Retirees Know and You Can Retire Sooner Than You Think, and hosts the nationally recognized Retire Sooner Podcast alongside his weekly call-in radio show, Money Matters. Recognized nationally by Barron's, Forbes, and Investopedia for his expertise in income investing and retirement lifestyle planning, he holds a degree in economics from the University of North Carolina at Chapel Hill and lives in Atlanta with his family.Connect with Wes Moss:Website: https://www.wesmoss.com/ The Retire Sooner Method: The 5 Secrets Behind America's Happiest (and Unhappiest) Retirees. https://a.co/d/00AA74b0 Need expert tax planning? Visit GTG Tax to learn how to make your taxes work for your goals: https://gtgtax.com/ TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152 Discover how you can look 'poor' to the IRS and rich to a lender. Check out my sponsor, GTG Tax Planning, at gtgtax.com to book a short discovery call.

Are you determined to finally get on top of your finances once and for all?For many, looking at your bank account is something you dread, but how should we best manage what's coming in and what's coming out?For this edition of Money Matters, Andrea is joined by CEO at Fairstone Ireland and Personal Finance Expert Paul Merriman to discuss everything you need to know about the state savings scheme.

In this episode of Money Matters, brought to you by Greenberg Financial Group, Dean Greenberg, Dave Sherwood, Todd Glick Jr. and Sebastian Borsini close the books on August with the indexes near highs and the calendar turning to September. Dean opens with the thing that gets him going every time. So many people say they are doing retirement planning, and he cannot stand the phrase. Retirement is the end of something. You spent forty years working for your money. He wants to talk about what happens when your money finally starts working for you, and why so many people who can afford to enjoy that are too afraid to. Then there is NVIDIA. The quarter was enormous. The stock popped, never made a new high, and gave it back by Friday. The team pulls that apart from a few angles, including the part where a chipmaker quietly turned into a lender, what higher yields are doing to the price of growth, and whether the receivables number deserves a second look. The data center conversation gets lively. Sebastian brings a town of 8,600 in Washington that now hosts thirty of them and just built itself a new aquatic center, new roads, a new high school stadium. Dean has thoughts on what Tucson turned down and the reason it gave. Dave tracks the software names that AI was supposed to bury and somehow did not. Hailey Glick joins to introduce G&G Tax Advisors, and this segment might be worth actual money to you. Arizona has four separate tax credit buckets most people never touch. Dollar for dollar against your state liability, up to roughly $5,600 if you are married, and you have until April to use them. Todd admits on air he has been leaving them on the table. If you are doing your own return, you may be too. Also in this hour, a forty year mortgage with a thousand dollars down and what the catch might be, why waiting for the housing market to crash keeps costing people houses, the Meta settlement and the odd way the market reacted, why nobody wants to buy shoes, and Dave's fun fact on the hidden ocean sitting underneath Tucson. Our next quarterly seminar is Friday, October 30th at La Paloma Country Club, 11:30 to 2. Sign up on the Resources tab at GreenbergFinancial.com. And the financial plan is genuinely free. No cost, no obligation, yours to keep whether you ever become a client or not. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com Disclaimer: This show discusses different investment products and strategies. Every product and strategy has some type of inherent risk and we strongly encourage our listeners to properly understand these risks. Past performance is no guarantee of future performance. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. The material covered on this program does not involve the rendering of personalized investment advice, but is for general information purposes only. A professional advisor should be consulted before implementing any of the options presented. Greenberg Financial Group is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of Money Matters, Scott and Pat help one investor weigh big decisions—from helping adult children buy homes to managing portfolio risk—before an aggressive retirement. Then, they follow up with a high-income saver who put their "mega backdoor" advice into action and is now looking at direct indexing for better tax efficiency. From choosing the right advisor to making smarter investment moves, early retirement planning means getting the details right. Because a secure retirement isn't just about how much you've saved—it's what you do next. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.    

Olivia Mattson takes over hosting duties, sitting down with classmate Maci Fatebene to talk about the business she created around a simple hobby.

We hand the studio over to two student interns, Mason and Liam, to hear what it's really like learning money skills inside a credit union. They share how the internship changes the way they think about budgeting, credit, debt, and the real costs of senior year. • joining the East Baton Rouge Parish Student Internship Program for the stipend and the experience • getting matched with Neighbors Federal Credit Union and rotating through departments • expectations versus reality across marketing, collections, lending support, and the support center • what collections teaches about missed payments, overdrafts, and getting back on track • why budgeting “makes or breaks” your future and how teens can start now • how to use a first credit card responsibly by paying it off monthly • what actually builds a credit score over time and why payment history matters most • how to budget for senior year fees, applications, and surprise costs • advice for other students considering the internship program Stay on track with your financial journey. Subscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial future. Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. 

Have you noticed that longer term rates have been moving up? Chad P. Wilson unpacks some reasons why this might be the case in this week's episode of Money Matters.  This episode was recorded on August 25, 2026 by Chad P. Wilson of Foundation Bank.

How do you protect a lifetime of savings when tax laws and changing life goals shift your priorities? In this episode of Money Matters, Scott and Pat explore wealth preservation, from managing concentrated stock positions and real estate decisions to sophisticated tax planning. In this episode: The $5.6M Property Test: Scott and Pat analyze a caller's plan to carry three homes in retirement. They discuss “carry risk” and why even a $5.6 million net worth doesn't automatically justify expanding a real estate portfolio. Savings Trade-Offs at 52: A caller asks how to balance college costs for two children with the long-term goal of maximizing 401(k) contributions and Roth IRA savings. Managing Concentrated Stock: Tom Kaiser, Allworth's Director of Equity and Option Management, explains how options strategies such as collars can help protect concentrated positions without immediately selling appreciated stock and realizing capital gains. Step-Up in Basis: Scott and Pat explain how this powerful tax provision can reduce or eliminate unrealized capital gains on inherited assets—and why it can play an important role in wealth preservation and estate planning. For investors who have accumulated significant assets, wealth preservation isn't simply about avoiding risk. It's about understanding the trade-offs between taxes, spending, investments, and the legacy you ultimately want to leave. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.  

Send us Fan Mail Marketing gets weird fast when you treat it like a trick. The moment you treat it like a relationship, everything changes. I sit down with Adam Torres, a longtime media operator and interview host approaching 7,000 conversations, to talk about what actually makes a message stick when the internet is loud and attention is expensive. We dig into the biggest misconception people carry when they start a business, a podcast, or a personal brand: thinking you need the perfect voice before you begin. Adam shares why you need a real starting point, plus the humility to adjust as you learn. He tells the story of a bold rebrand from “Money Matters” to “Mission Matters” and what that pivot taught him about values-led marketing, audience trust, and building something you can stand behind for years. From there, we get practical about growth. We talk listener-first marketing, creating offers based on repeated demand, and the long game of getting better through reps even when you feel awkward on camera or your campaign flops. Adam also explains the “worst win” in business: succeeding at something that is off-brand and leaves you stuck. If you want a clearer message, better content marketing, and a more authentic way to grow without burning out, hit play. Subscribe, share this with a friend building something, and leave a review with your biggest takeaway. Connect With the Guest: Instagram: https://www.instagram.com/askadamtorres/ Book: 1 Billion Podcasts: The Future of All Media (free download via Instagram link) Website: https://1billionpodcasts.com Company: https://missionmatters.com YouEx Get 50% off the first 6 months of YouEx.ai! Extraordinary People LLC All free so we can get to know each other! The Kloaked Signal Select for pre-order discount 10% | Code: podfans10 Elizabeth Pritchard Offer: Mention Healthy Mind Healthy Life Podcast & receive 10% off the next course. | Code: AL10Disc The Yielding Warrior Offer: Free book just pay for shipping | Code: TYW Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Support the show Want to Be a Guest on Healthy Mind, Healthy Life?

A surviving spouse may retain much of the household income—but suddenly face higher Medicare premiums and tax brackets. In Money Matters Episode 348, Christopher Hensley speaks with IRMAA Certified Planner Mark Annese about the widow's Medicare penalty and other retirement decisions that can trigger IRMAA. IRMAA—the Income-Related Monthly Adjustment Amount—is an additional charge applied to Medicare Part B and Part D premiums based on income reported two years earlier. Roth conversions, required minimum distributions, investment sales, and other seemingly reasonable financial decisions can create unexpected Medicare costs later. In this episode: • What IRMAA is and how the two-year income lookback works • Why the death of a spouse can create a "widow's penalty" • How Roth conversions and RMDs may affect Medicare premiums • When an SSA-44 appeal may be available after a life-changing event • Why Medicare planning should be coordinated with retirement and tax planning • How advisors can model potential IRMAA consequences before decisions are made Guest: Mark Annese, IRMAACP™ IRMAA Certified Planner, Advisor Coach, and Solutions Architect Retirement Advisor Pro: https://www.retirementadvisorpro.com Host: Christopher Hensley, RICP®, CES® Money Matters Podcast: https://www.moneymatterspodcast.com Watch the video episode: https://youtu.be/ObQJ6HQhdj4 This program is provided for educational purposes only and does not constitute individualized investment, tax, legal, or Medicare advice. Medicare premiums, income thresholds, and regulations change over time. Consult qualified professionals about your individual circumstances.

Are you prepared for the complexities of a high-value retirement? In this episode of Allworth's Money Matters, Scott and Pat break down real-world case studies for a $3M+ retirement, specifically focusing on the math behind long-term care, the tax implications of early inheritances, and a powerful framework for tax efficiency known as the "3 C's." In this episode, Scott and Pat discuss: The Long-Term Care Dilemma: They analyze a $3.7M case study where the caller is retiring abroad. Does she actually need long-term care insurance, or can she "self-insure"? Scott and Pat explain the "elimination period" strategy that could save thousands in premiums. Managing Early Inheritances: Using a $3.3M case study, Scott and Pat explore the pros and cons of buying a home for your children. They discuss how to manage early inheritances without creating family "real estate wars" or triggering unnecessary IRA taxes. The "3 C's" Strategy: Allworth partner advisor Ben Abraham joins the show to reveal a strategy for maximizing tax efficiency by balancing stock concentration and charitable giving to fuel massive Roth Conversions.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.

Jared Freid sits down with comedian Jourdain Fisher to talk comedy, religion, family, relationships, and his new comedy special, Bits and Pieces. They also talk

In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are joined by Dr. Apollo Lupescu from Dimensional Fund Advisors to discuss the "AI Ownership Machine" and how to manage portfolio concentration. Plus, Scott and Pat answer a caller's questions on maximizing RSUs and utilizing advanced tax-saving vehicles. What You'll Learn: The "Ownership Machine" vs. Gambling: Learn why shifting your mindset from "betting" on stocks to becoming a part-owner of a business is the key to long-term rational decision-making. AI and Historical Cycles: Understand how the AI revolution compares to the internet and electricity, and why it is more effective to own the entire "field of horses" rather than trying to pick a single winner. Navigating Market Highs: Discover why "time in the market" beats "timing the market," and how systematic rebalancing can help you manage anxiety and risk when the market hits all-time highs. Advanced Tax Optimization: A deep dive into Direct Indexing to harvest tax losses and using Mega Backdoor Roth conversions to maximize tax-free growth for high-income earners. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.  

In this episode, we unpack tithing, generosity, debt, stewardship, and the prosperity gospel. Join us as we explore how followers of Jesus can honor God with their finances.

In this episode of Allworth's Money Matters, Scott and Pat take a deep dive into two real-world case studies that highlight the critical difference between being sold a product and receiving fiduciary advice. First, they talk with a caller managing a $4.5 million estate who has been pitched a complex whole-life insurance strategy. Then, they address a $1.4 million retirement dilemma involving inherited assets and the "liquidity gap." What you'll learn in this episode: The Whole Life Red Flag: Why insurance "leverage" strategies often benefit the advisor more than the client. Inherited IRA Mastery: How to manage large inherited accounts without triggering unnecessary taxes or penalties. The Truth About Bonds: Why your current bond allocation might be creating a "liquidity trap" for your early retirement. Fiduciary vs. Commission: How to tell if your advisor is building a plan or just making a sale. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.

What does it take to manage a multi-million dollar portfolio once you've stopped adding to it? In this episode of Money Matters, Scott and Pat dive into the complexities of high-net-worth retirement, focusing on the critical shift from "saving" to "strategic spending." Through real-world case studies, they explore why "tax location" is often more important than "tax allocation," particularly when it comes to bonds and individual stocks. They also tackle the psychological side of wealth—learning how to upgrade your standard of living and find joy in charitable giving through "warm hand" estate planning. In this episode, they discuss: -Markets & AI: The impact of economic warfare and whether AI productivity gains are sustainable. -Prediction Markets: Why you should be wary of platforms like Polymarket and Kalshi. -Portfolio Cleanup: Why "over-diversifying" into 30+ funds can be a retirement trap. -Strategic Giving: Using the "warm hand" approach to fund legacies and charitable causes today. -Roth Conversions: Navigating tax efficiency for portfolios in the $2M–$10M+ range. Featured Case Study: A deep dive into bond location and estate planning for a multi-million dollar estate. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. 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.