Podcasts about money matters

In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage future RMDs, and avoid costly bracket mistakes. A caller with $4+ million asks how much to convert each year — and whether moving IRA withdrawals into a brokerage account makes sense as part of a long-term Roth conversion plan. They also discuss direct indexing, including how it works, whether low-cost providers are safe, and when direct indexing makes sense compared to backdoor Roth contributions. Plus, a real client case study highlights asset location, ETF overconcentration, muni bond mistakes, and how coordinated Roth conversion and tax planning can potentially add six figures over time. What You'll Learn: -How to structure a Roth conversion tax-efficiently -When direct indexing makes sense — and when it doesn't -Why asset location matters more than most investors realize -How to reduce future RMD and IRMAA surprises -The hidden risks inside “diversified” ETF portfolios 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 dieser Folge von Money Matters spreche ich mit Kathrin Zemp (alias KryptoKat) darüber, ob alle, die noch nicht in Bitcoin investieren, den Anschluss verpasst haben.Wir diskutieren die Schwankungen von Bitcoin und ordnen die aktuellen Geschehnisse sein. Wir erklären, wie viel Kapital es für den Start braucht und wie man sicher einsteigt. Zudem schauen wir genau das Thema Krypto-Betrug: Ich erzähle euch, warum ich selbst von Anlagebetrug betroffen war und worauf ihr achten müsst, damit euch das nicht passiert.Du bekommst Antworten auf diese Fragen:Was ist der Unterschied zwischen Bitcoin und anderen Kryptowährungen?Können Quantencomputer das System bald knacken und wer stellt das Netzwerk langfristig sicher?Weshalb Bitcoin Frauen weltweit den Zugang zu Finanzsystemen ermöglicht.Episode über Krypto-Betrug:058 - Kryptowährungen: Alles nur Betrug?Seriöse Informationsquellen:https://satoshisdaughters.ch/⁠https://www.house-of-satoshi.ch/⁠https://coinmarketcap.com/⁠ - Übersicht aller aktuellen Coins und Tokens mit Hintergrundinfos⁠https://www.coingecko.com/de⁠ - ebenfalls gute Übersicht mit seriösen Infos Werbung:Für die Video-Aufnahmen verwende ich drei Canon EOS R8 Kameras (2x auf Personen gerichtet, 1x frontal). Die genutzten Objektive sind 2x 50mm (Portraits) und 1x 35mm. Als Perfektionistin mit wenig Geduld war mir wichtig, dass Qualität, Preis und eine verständliche Handhabung zusammenkommen. Danke an Canon für die Zusammenarbeit und das Ergebnis, das du jetzt siehst!Sponsorin dieser Staffel 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.

Biblical Money Matters

In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From a 70-year-old investor with $3.6 million mostly in traditional IRAs to a 55-year-old looking to retire early and start Roth conversions, they explore how tax diversification can help reduce lifetime taxes and create flexibility in retirement income. You'll hear discussions about: -When Roth conversions make sense — and which tax bracket to target -How much cash and bond exposure you really need before retiring -The realities of the 4% rule -401(k) vs. brokerage — and where bonds and equities should actually live -How diversification protects your lifestyle, not just your portfolio 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.      

This time, Money Matter’s finance presenter Chua Tian Tian reports from aboard the new Disney Adventure, the first Disney Cruise Line ship for guests in Asia and also the first to be homeported out of Singapore. Drawing on over 100 years of storytelling from Disney, Marvel and Pixar franchises, Disney Adventure promises to fill everyone with endless adventures and a magical experience. The ship has a passenger capacity of 6,700 and boasts seven themed areas, including the Marvel Landing which features the longest rollercoaster at sea. Its maiden voyage will take place on the 10th of March or next Tuesday, and will operate as a “Cruise to Nowhere”. In this Special, “On the Go” episode of Under the Radar, Tian Tian brings you more on the christening ceremony of Disney Adventure, as well as a sneak peek into what to expect aboard as she spends the next couple of days exploring the ship during its preview sailing.See omnystudio.com/listener for privacy information.

In this week's episode of Politics in Question, Lee chats with Danielle Thomsen about the role of money in politics. Thomsen is a Professor of Political Science at the University of California, Irvine and author of The Money Signal: How Fundraising Matters in American Politics (The University of Chicago Press, 2025). How does our current fundraising landscape reinforce inequality in politics? Who typically donates to political campaigns? How has the role of money in politics evolved over the last decade? These are some of the questions Lee explores in this week's episode. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

March is about Money! Episode 330 is a fun, practical, and faith-filled conversation as Suzanne sits down with Crystal Paine (MoneySavingMom.com) to help families approach money, time, and motherhood with wisdom and peace. Crystal—mom of six (from almost 21 to age 3), writer, speaker, podcaster, and CEO of a small team—shares how her family learned to live intentionally and stay out of debt during law school by getting creative with groceries, simplifying, and focusing on what actually works in real life. She breaks down why saving money doesn't have to mean clipping paper coupons (hello, digital deals!) and introduces a powerful mindset shift: time is money—so any “money-saving” habit should be worth the time it takes. You'll hear practical, step-by-step encouragement for overwhelmed moms, including why menu planning is the best first step (before trying to overhaul a budget), how to set a realistic grocery budget, and how to make slow, steady progress without stress. Crystal also explains why learning money systems can feel like learning a foreign language—and why starting small is the key to long-term success. The conversation goes deeper as Crystal shares her parenting journey through a hard season, how God reshaped her heart, and the story of foster care, adoption, and unexpected pregnancies that changed everything. She reminds listeners that the foundation for home management isn't hustle—it's starting with prayer, trusting God with the day, and letting Him multiply what we don't have. Crystal leaves families with one central takeaway: Emmanuel—God with us. You don't have to white-knuckle life alone. God is present, powerful, and faithful in the details. Podcast Resources: Click here for everything Crazy Cool Family! Give us a review! MoneySavingMom

Caleb and Greg talk about a biblical understanding of money and give some tips for those at the beginning of their financial journey.

Reports from ESPN surfaced this week that the first two cuts/trades are imminent: defensive tackle Javon Hargrave and running back Aaron Jones. Both are old (33 and 31, respectively and expensive ($21,453,382 and $14,550,000 in cap hits, respectively). That is a start, but there is plenty more to do. While the Vikings are known to be over the cap, potential trade partners, if they exist at all, will be more likely to wait until March 11, when teams have to be under the cap, and see which players are cut and become more affordable. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Lawsuits, lunch-barrows, and laundry! On this episode of Afternoons with Zweli, we’re asking: "When is it time to take the family to court?" We kick off with a mind-blowing story from China where a 10-year-old boy is legally suing his father for blowing his life savings on a lavish second wedding. But the drama doesn't stop there—the 947 family called in with some "only in Joburg" stories that will leave you stunned. We talk to a woman whose boyfriend broke her washing machine (after letting his other girlfriend use it!) and a listener who is ready to serve her uncle papers for his wild spending habits. It’s an emotional, hilarious, and high-stakes look at accountability and the thin line between family bonds and legal battles. Spend weekday afternoons with Zweli. He keeps you in the loop with everything from music and movies to sport and pop culture. Hear what the Word on the Street is, test your skills with the high-pressure 6 Out of 6, and get ready to be entertained. Thank you for listening to an Afternoons with Zweli podcast Listen live on Primedia+ weekdays from 12:00 to 15:00 (SA Time) toAfternoons with Zweli broadcast on 947 https://www.primediaplus.com/station/947 For more from the show go to https://buff.ly/FeeL6wYor find all the catch-up podcasts here https://buff.ly/pRBikjo Subscribe to the 947 Weekly Newsletter herehttps://buff.ly/hf9IuR9 Follow us on social media 947 on Facebook: https://www.facebook.com/947Joburg/ 947 on TikTok: https://www.tiktok.com/@947joburg 947 on Instagram: https://www.instagram.com/947joburg 947 on X https://x.com/947 947 on YouTube: https://www.youtube.com/@947JoburgSee omnystudio.com/listener for privacy information.

Singapore shares rose today to buck regional losses as the Middle East conflict remains on top of investors’ minds. The Straits Times Index was up 0.86% at 4,932.73 points at 2.27pm Singapore time, with a value turnover of S$1.81B seen in the broader market. In terms of counters to watch, we have Olam Group, after the agri-business company announced yesterday that its food, feed and fibre operating business, Olam Agri, secured a seven-year US$100 million financing facility, which will initially be guaranteed by the group. Elsewhere, from how a flurry of stock market listings by Chinese artificial intelligence companies opened up a gap in analyst coverage, to how US and Chinese trade negotiators are reportedly slated to meet in mid-March, more corporate and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.

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In this episode of Money Matters, brought to you by the Greenberg Financial Group, the team breaks down a volatile end to February as markets experienced their worst monthly decline since March 2025. While the drop was relatively modest, it reflects a shift in investor sentiment as uncertainty continues to build. Corporate earnings this quarter remained strong, but investors have become increasingly cautious amid mounting macroeconomic concerns and rising geopolitical tensions. The recent escalation between the United States and Iran has added another layer of uncertainty to global markets, with oil prices surging and investors moving toward safer assets as the conflict intensifies. In this episode, the team walks through the key forces shaping the market right now from earnings and economic data to geopolitical risks and energy prices. We break down what's happening across different sectors and what investors should be watching as volatility returns. In a world where markets can shift quickly, staying informed and prepared is more important than ever. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

In Money Matters bespreken Jamy Goewie en Ruben Koekoek hoe Trump het Amerikaanse klimaatbeleid sloopt. Welke effecten heeft dit op Europa en de rest van de wereld? Is Trump te stoppen? En welke impact heeft dit op bedrijven die zonder duidelijke klimaatregels opereren? Dat ondernemingen gelukkig niet altijd een overheidsprikkel nodig hebben om positieve impact te maken, blijkt uit de groei van Tony's Chocolonely Open Chain. Afgelopen boekjaar werd er maar liefst 50% meer eerlijke cacao ingekocht dan het jaar ervoor. Een gesprek over beleid en bedrijfsleven: wacht impact op regels, of neemt het zelf de leiding? 

Today we’re going to take you through the ins and outs of a leading independent digital wealth platform in Asia that provides bespoke investment solutions for personal savings, private wealth and even public pension (say in the case of CPF and SRS in Singapore). Founded in 2017, our guest for today Endowus operates out of both Singapore and Hong Kong with a vision to help investors grow their wealth holistically and offer what it describes as conflict-free advice and access to institutional financial solutions, through a personalised digital wealth experience. Fast forward to today, the firm works with over 80 global fund managers to provide access to investment strategies across public and private markets, hedge funds and alternatives. The digital wealth platform had also in October 2025 crossed US$10 billion in assets under management after seeing record inflows and assets from Hong Kong customers tripling. The firm also noted that its alternative business surged to over US$500 million. So what’s driving the numbers and what are the growth trends for the firm with Federal Reserve interest rates set to fall further this year? At the same time, Endowus also raised over US$70 million that same month, in a funding round led by Illuminate Financial and joined by existing investors including Citi Ventures and various Asian family offices. According to Tech Node Global, the firm said at the time that funds raised will be used to help the firm scale further, and to zoom in on creating retirement solutions and pension platforms in Singapore and Hong Kong. Resources will also be channelled to AI innovation, new B2B solutions for financial advisers and further geographic expansion. But how far are we seeing that play out? Where is Endowus moving into next and how will the role of its Singapore operations evolve? Meanwhile, robo-advisory AutoWealth had in January 2026 become the second digital adviser for the CPF Investment Scheme after Endowus. So what does the move mean for Endowus then and will it double down on efforts to grow its market share right here in the Lion City? On Under the Radar, Money Matters’ finance presenter Chua Tian Tian posed these questions to Samuel Rhee, Co-founder, Chairman and Group CIO, Endowus.See omnystudio.com/listener for privacy information.

Singapore shares slid today as the ongoing conflict in the Middle East weighed on global markets. The Straits Times Index was down 1.77% at 4,906.86 points at 12.56pm Singapore time, with a value turnover of S$2.01B seen in the broader market. In terms of companies to watch, shares of Singapore Airlines and Sats fell this morning as the US-Israeli war against Iran led to flight cancellations over the weekend. Meanwhile, from how the Monetary Authority of Singapore (MAS) said that it is closely monitoring developments arising from the ongoing situation in the Middle East, to how oil surged by the most in four years, more economic and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 27 February 2026. We’re at the end of February the year is flying! Luke is joined by Leon Delaney to talk about a topic that every working Australian will need to give consideration to at some point. The topic […]

Pastor Kevin Dowling talks about Money Matters.

Welcome to Christ's Church at Butler's Sunday service, March 8th, 2026. This live stream will include a time of praise and worship, communion, and a message from pastor, Dale Rabineau. Contact us at (260)868-6924, or online at CCAB4Him.com. We'd love to connect with you!

In this episode Ian kick started our stand‑alone series "Money Matters" and unpacked what money is. Its essentially a belief system and why it's so important in our lives. He reminded us that Jesus used money not merely to teach economics but to reveal lordship: "where your treasure is, there your heart will be also." We looked at the rich young ruler and Zacchaeus to show how money exposes allegiance (one walked away sad, the other gave extravagantly)

In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it actually makes sense to use your HSA. They help a high-earning family think through life insurance gaps and special needs planning, guide a soon-to-be retiree through a $1 million pension decision, and revisit a multi-million-dollar couple debating whether to spend or preserve a large HSA. From tax diversification to retirement income strategy to how certain accounts are treated at death, this episode shows the difference between surface-level investing and true financial planning for $2M+ portfolios. 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 share how to file a simple return for free with IRS-certified volunteers, what to bring, who qualifies, and why filing on time supports bigger goals like homebuying and emergency savings. Super Tax Day details, ongoing site access, and added community resources round it out.• what VITA is and who it serves• why free beats low cost on simple returns• super tax day time, place, and flow• ongoing locations through April 15• income limits and eligible return types• documents to bring and direct deposit• avoiding predatory services• extra benefits like classes and community resources• importance of filing even with no refund• where to find accurate site informationSubscribe to the Money Matters Podcast, and visit neighborsfcu.org/learn/financial-wellness/view-all-financial-resources for more tools to help you build a strong financial futureHave 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.

We have all felt the sting of inflation these past 6 years. In today's episode of Money Matters, Chad P. Wilson shares a trend that might be a formidable foe for inflation in the years to come.  This episode was recorded on February 24, 2026 by Chad P. Wilson of Foundation Bank.

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In this week's Money Matters, brought to you by Greenberg Financial Group, the full team is back as markets face what could be a real inflection point. We break down the Supreme Court's decision impacting Trump's tariffs and what it could mean for inflation, global trade, and the broader economy under Donald Trump's policies. Then we wrap up earnings season and look ahead to next week's highly anticipated report from NVIDIA, a single earnings release that could sway markets given its massive role in the AI-driven rally. With economic signals changing fast, we cut through the noise to explain what actually matters, what may be shifting beneath the surface, and how investors can stay grounded during uncertainty. If you're trying to make sense of today's markets and where things might be headed, this is an episode you won't want to miss. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

Taxes can quietly shape some of the biggest financial decisions you'll ever make — from choosing how to take a pension to deciding how to leave money to your heirs. On this week's Money Matters, Scott and Pat take calls from listeners working through those exact issues. One caller is weighing a pension lump sum against monthly payments, and the tax consequences of that decision become central to the conversation. The guys also discuss how asset location affects tax efficiency, why different accounts are taxed differently, and how thoughtful planning can help reduce unnecessary taxes over time. They even explore ways to structure inheritances that protect beneficiaries while keeping taxes in mind. 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.

Veronica Karas is the Principal of CAPTRUST, a financial advisory where she provides comprehensive financial planning services to high-net-worth individuals and small businesses. With over a decade of experience as a Certified Financial Planner™, she specializes in areas such as estate planning, retirement planning, tax strategies, and insurance. Veronica is also the author of the Money Matters book series, which enhances financial literacy. Beyond her professional endeavors, she serves as the Co-president of the CAPTRUST Community Foundation.  In this episode… When it comes to managing finances, many women feel overwhelmed and disconnected. With outdated systems, unequal pay, and societal norms that often leave them out of financial conversations, financial literacy can feel like a foreign language. How can you take control of your financial future? Financial literacy advocate Veronica Karas maintains that financial literacy isn't just for experts; it's essential for everyone. Women can understand money by acknowledging that they are capable of learning financial concepts despite historical and societal conditioning that convinces them otherwise. Veronica encourages women to leverage online resources and meet with Certified Financial Planners for personalized guidance. In today's episode of the Lead Like a Woman Show, Andrea Heuston meets with Veronica Karas, the Principal of CAPTRUST, to talk about how she empowers women through financial literacy. Veronica discusses the long-term impacts of financial planning, how she expands financial literacy in schools, and what she learned launching her financial planning career during the 2008 recession.

Public radio helped define trust in audio. Now AI is reshaping how audio gets made. In this episode, I sit down with Ernesto Aguilar — public radio executive, author, and the person who gave me my first big break at KPFT in Houston more than a decade ago. That opportunity launched what has now become one of the longest-running financial planning podcasts in the space. We talk about how public radio built credibility over decades, why audiences still turn to trusted voices for deeper context, and how AI is changing production without replacing the human responsibility behind the microphone. Ernesto shares practical insights on: Why listeners may discover news on social media but seek out public radio for the fuller story How AI tools can help small teams scale responsibly Where creators should draw the line when automating What it really takes to pitch a show to public radio The foundational skills broadcasters need today Why supporting public media still matters This conversation isn't just about broadcasting. It's about trust, long-term thinking, and how to use technology without losing the human elements that build credibility. If you're a podcaster, media professional, entrepreneur, or leader thinking about AI and trust in your industry, this episode will challenge and sharpen your perspective. Listen in.

In this week's episode of Money Matters, brought to you by the Greenberg Financial Group, the entire team is back to break down the latest developments shaping today's markets. We dive into how the AI narrative continues to disrupt multiple sectors, especially software, and discuss how long this powerful trend may last, along with the companies leading the charge in this rapidly evolving space. But while AI dominates the headlines, we explore a surprising shift beneath the surface: equal-weighted S&P 500 performance and value stocks are leading the market to start the year. This signals a move toward more balanced equity allocations as investors rotate into overlooked value opportunities. Join us as we unpack what this change in market leadership could mean for your portfolio, why diversification matters more than ever, and how disciplined financial planning helps investors stay positioned, no matter what trend comes next. Also, Listen to the end for some savvy tax talk from our tax partner Alexandria Estrada! Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.   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

Good Morning Voice Family! Today is the final week of our Guardrails series. Can't wait to hear what Pastor Taka brings to us today! If you are new to Voice Church, please take a moment to fill out the connection card at www.voice.church/connect to get more info and get connected to the church family!

In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very different financial situations. From retirees with most of their money in IRAs to investors weighing Roth conversions and income strategies, the conversations show how easy it is to pay more in taxes than expected. They explain how this wealthy tax mistake often comes from tax-deferred concentration, why paying taxes from retirement accounts can shrink cash flow, and how poor timing can quietly turn into a long-term wealthy tax mistake. If you've built significant assets and want to protect your income and flexibility, this episode offers clear, practical insight. 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.    

As a pet groomer, you're brilliant at looking after dogs. But are you looking after your own finances just as well?In this episode, Bill sits down with Romany Youell – also known as The Finance Woman – to talk about something many grooming business owners avoid… money.If you're self-employed or running a salon, your income depends on you. So what would happen if you couldn't work? Would your business survive? Would you?Romany shares clear, practical advice on:Why financial literacy matters for pet professionalsWhat income protection actually is (and why most groomers misunderstand it)The difference between being busy and being financially secureWhy pensions and investments shouldn't be “something to sort later”The types of insurance business owners should genuinely considerOne of the biggest takeaways? Many groomers prioritise their clients, staff and salon expenses – but forget to protect themselves.This episode isn't about complicated financial jargon. It's about helping you feel more confident, more informed and more in control of your future.If you work for yourself, this conversation could genuinely change how you think about money in your grooming business.As always, I'd like to thank the podcast sponsor, Lopay, the low-cost payment platform that helps you keep more of the money you earn.You can find out more and sign up for Lopay here:https://merchant.lopay.app/ref/PETPASSION2500Listeners of this podcast get £2500 of fee-free transactions.And of course, if you feel like you could benefit from Bill's business programmes for the Pet Grooming industry, visit:https://petpassiontoprofit.com/If you found this episode helpful, make sure you subscribe, leave a review and share it with another groomer who needs to hear it.

In today's episode, I'm sharing my conversation with Leslie Forde — author, CEO, researcher, and advocate for women's maternal needs. Leslie is the creator of Mom's Hierarchy of Needs, a powerful framework that helps explain why traditional self-care so often falls short for moms. We talk about why so many of the struggles moms face aren't personal failures, but the result of systemic and cultural pressures — including scarcity and money stress. Leslie shares how growing up with financial instability shaped her relationship with work and options, how financial stress shows up in the nervous system, and why understanding money as options (not just numbers) can be so empowering. We also explore why believing we deserve care is such an essential — and often missing — starting point. Find more from Leslie:

We break down how personal credit and cash flow drive small business lending and share the simple steps that boost approval odds. From DSCR to down payments and the role of guarantors, we show founders how to prepare documents, avoid common pitfalls, and choose smart starter products.• why personal credit signals business reliability• how pay history, limits, and account mix affect approval• cleaning up collections and old delinquencies• understanding DSCR and why 1.25 matters• equity injection norms for equipment and vehicles• the role of personal guarantors in business loans• what documents to bring and why a plan helps• when business credit bureaus matter and when they don't• using a business credit card to start under $5,000• how to contact us for commercial lending supportStay on track with your financial journey. Subscribe to the Money Matters Podcast and visit neighborsfcu.org/financialwellness for more tools to help you build a strong financial futureHave 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.

Elon Musk is planning the largest IPO in history. Hear some takeaways for you and your finances in this week's episode of Money Matters.  This episode was recorded on February 10, 2026 by Chad P. Wilson of Foundation Bank.  

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A Sermon Series in the Book of Deuteronomy

In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don't, and how taxes, IRMAA Medicare surcharges, and market volatility can change retirement outcomes. They discuss strategic gifting to adult children, helping fund Roth IRAs, 401(k)s, and HSAs without killing motivation, and walk through a real call from a retired teacher debating whether converting his accounts is worth it. Along the way, Scott and Pat break down the math behind Roth conversions, explain how pensions and Social Security affect the results, and why paying conversion taxes from retirement accounts can wipe out the benefits. If you're retired or nearing retirement and considering Roth conversions, this episode offers clear, practical guidance to avoid costly mistakes. 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.

This podcast is a short daily audio provided by the online recovery group Transitions Daily. The daily content includes different recovery quotes from various sources, including; Twenty-Four Hours a Day, A.A. Thought for the Day, Daily Reflections, Big Book Quote, Just for Today, As Bill Sees It, and more! Transitions Daily also delivers the same content in a daily email with a secret Facebook group for discussion. Visit www.DailyAAEmails.com for more information. Do you want to stop drinking? Have you ever listened to sobriety podcasts? Does alcoholism or addiction run in your family? Have you tried Alcoholics Anonymous or the 12 Steps of A.A.? Are you considering how to get sober? Are you seriously thinking about sobriety for the first time? Is alcohol controlling your life as never before? If so, you will definitely want to check out this recovery podcast.

Eliza Moore talks with Rosemary Reiji and Amy Illescas about their involvement in vocational classes and unique volunteer efforts that build life and financial skills.

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 contributions work. If you're over 50 and earning a solid income, this could seriously affect your retirement plan. They also cover smarter tax strategies and take listener calls. A recent retiree wonders if buying a rental property makes sense. Then, Scott and Pat help a man from Virginia with a textbook example of how to balance pensions, Roth IRAs, and tax diversification as retirement nears. Whether you're saving, converting, or rethinking your retirement goals, this episode brings clarity, strategy, and a dose of straight talk. 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 could be powering the unprecedented move in the price of Gold and Silver? And what do the events of today have in common with the gold rushes of years ago? Tune into this episode of Money Matters with Chad P. Wilson. This episode was recorded on January 13, 2026 by Chad P. Wilson of Foundation Bank.

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 conversions and tax strategy, and another navigating retirement planning with a $1.4 million portfolio. Scott and Pat break down how Roth conversions can optimize long-term savings, where annuities fit into today's market, and how both investors are managing wealth amid rising volatility. If you're exploring Roth conversions or simply looking to protect and grow your nest egg, this episode is packed with actionable advice. 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 of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when to start taking money from retirement accounts. One caller is trying to figure out how to simplify things after working with five different advisors. Another wants to use savings to travel without getting pushed into a higher tax bracket. Plus, Allworth's Head of Wealth Planning, Victoria Bogner, joins the show to share a case where someone had 35 investment accounts—and how the team helped clean it up. It's a good reminder that sometimes the best financial move is just getting organized. 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 of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks guidance on managing his 87-year-old mother's $1 million nest egg, while another—with $8 million saved—is questioning whether a QLAC is necessary. The $8 million decision opens the door to meaningful conversations around trust planning, emotional risk tolerance, and why simplicity often beats complexity—especially when family is involved. You'll also hear insights on gifting strategies, changes to Social Security rules, and what to consider when planning for longevity. Whether you're managing $1 million or $8 million, this is the kind of real talk every high-net-worth family should hear. 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.