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For more than 25 years, Money Matters, Scott Hanson and Pat McClain’s weekly call-in talk radio program, has fielded thousands of questions from callers just like you.
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In an industry that's changing faster than ever, expectations for growth, both organic and inorganic, are only getting more intense. With private equity money flooding into the wealth management space, customer experience expectations leveling up, generative AI upending process and a generational wealth transfer that will transform client acquisitions, the journey to growth for all wealth management businesses will require adaptability, resilience and a long-term vision that puts client's ne ...
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Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over 25 years on the air, Scott Hanson and Pat McClain have answered questions from thousands of callers on a variety of financial topics.By Allworth Financial
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Horizontal Expansion and Vertical Integration: LPL’s Journey to $1.6 Trillion in Assets
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1:06:58
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Tune in for a bit of a different episode, where we talk to several leaders from LPL Financial Holdings about how they went from $600 billion to $1.6 trillion AUM since 2019. Join us as we discuss training the next generation of advisors, building top-notch technology, enabling advisor growth and much more. In this episode, we’re joined by Marc Cohe…
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Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
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43:51
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43:51
On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla stocks. Then, they engage with callers to address pressing financial concerns, from managing mortgages and retirement planning to making informed decisions about real estate investments. Plus, they d…
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The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
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59:56
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On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on corporate profits and investor sentiment. Then, they tackle listener questions, including a man contemplating selling a cell tower lease and another caller assessing their readiness for retirement. Plu…
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Pathstone’s Mission to Become the Nation’s Largest Fiduciary for the Ultra Wealthy
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1:12:45
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What does it take to become the first national brand for a fiduciary family office? Our guests in this episode feel like they’re on track to make it happen in the next five years! Join us as we explore Pathstone’s journey from single family office to 23 locations, 750 team members, and $100 billion in assets under advisement and administration. In …
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Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
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52:39
On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backdrop of upcoming elections and market volatility. Plus, they share insights on the importance of having a financial advisor, reflecting on an article about a retirement expert who made financial mistak…
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Navigating direct indexing, Roth conversions, real estate, and AI concerns.
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53:27
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On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models. In response to listener calls from Florida, T…
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How SignatureFD’s ‘Three-Legged Stool’ Approach to Growth has Fueled Massive Success
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1:02:05
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From humble beginnings as a CPA offshoot to an $8.5 billion RIA on the Inc. 5000 list of America’s fastest growing private companies – that’s the story of SignatureFD! Join us as we discuss SignatureFD’s “three-legged stool” philosophy of growth, and how they have maintained one of the best employee retention rates in the industry. In this episode,…
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Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
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On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth advisor Laurie Ingwersen, highlighting the importance of strategic planning in managing substantial c…
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Money Matters: Navigating financial decisions amidst market uncertainty.
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On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising property costs in popular cities. The conversation also touches on the complexities of paying for college education, offering strategies for effectively managing 529 plans, brokerage accounts, and student…
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From Startup IMO to $30 Billion RIA: The Journey of Advisors Excel and AE Wealth
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54:02
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How do you go from zero to $30 billion in AUM in less than eight years, and maintain an average 42% YOY organic growth for your advisors? Tune in to find out! Join us as we explore the growth journey of Advisors Excel Wealth Management, an RIA born out of an IMO in Topeka, Kansas. In this episode, we’re joined by AE’s Co-founder Cody Foster, Chief …
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Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
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51:29
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On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredictable nature of short-term market movements and the importance of staying focused on long-term financial goals. In an enlightening call-in segment, Scott and Pat assist Jeff from Ohio with a query abou…
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Navigating Financial Turbulence: Election Impacts and Investment Strategies
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52:56
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On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. They discuss how market reactions to political events can be misleading and why it's crucial to focus on long-term investment strategies rather than short-term market fluctuations. They tackle the myths …
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How a Marketing-First Mindset Shaped the Growth Journey of Allworth Financial, a $23 Billion RIA
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51:50
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What’s it like to acquire 31 firms in five years? How do you maintain a consistent client experience? How do you keep a positive culture? Our guests today can tell you all about it! Join us as we explore Allworth Financial’s growth journey and how their unique marketing-first approach has led to a 30-year radio show, $23 billion AUM, 33 locations a…
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Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
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41:34
On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to optimize your financial health before the year ends. They also take a deep dive into Buffered ETF…
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Navigating financial waters: Investments, retirement, and risk.
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52:37
On this week’s Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and the importance of understanding risk premiums. Scott and Pat also share some personal stories that highlight the long-term benefits of smart investing and staying the course. They also tackle listener c…
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Making the Biggest Pie: Inside Savant Wealth Management’s Mission to 10x Business by 2028
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1:16:37
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Can a wealth management firm really transform the lives of 1 million people by 2028 – and create 2,500 millionaire employees in the process? If you’re Brent Brodeski, Founder and CEO of Savant Wealth Management, there’s no doubt in your mind. Join us as we uncover Savant’s ambitious mission and explore how the firm's unique approach to private equi…
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Money Matters: Retirement planning, tax strategies, investment insights, and more.
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46:43
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On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing topic of cash sweep programs and how brokerage firms make money off your uninvested funds. They ta…
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Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
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46:05
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46:05
On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance policies and share personal anecdotes that make financial advice relatable and engaging. Whether yo…
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Bridging the Savings Gap: Vestwell's Journey to Fintech Unicorn
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53:51
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Can a fintech company really bridge the American savings gap and go from 0 to 1.1 million users in just seven years? Vestwell is doing just that by revolutionizing how financial services thinks about savings. We’ll talk about how Vestwell transformed 401(k) administration through configurable technology and strategic partnerships with major advisor…
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A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
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52:40
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52:40
On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether he should invest in buffered ETFs. Scott and Pat then reflect on the 2008 financial crisis that nearly brought down the world economy. A California man wonders whether he should invest in Separately Man…
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Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
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46:56
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On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a financial plan as a wedding gift for his son. A Texas caller asks whether his wife can claim hal…
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Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
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52:32
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Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a to…
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An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
37:35
37:35
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37:35
On this week’s Money Matters, Scott and Pat help a Montana rancher navigate the volatile stock market. A California man wonders if it's time to combine finances with his wife. Finally, Scott and Pat examine new IRS guidance that impacts thousands of people who will inherit retirement accounts. Join Money Matters: Get your most pressing financial qu…
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The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
58:39
58:39
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On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Then they help a caller understand the intricacies of a dividend-paying ETF. A 57-year-old Californian asks about the best way to reduce the family’s tax burden when leaving money to the kids. Finally, S…
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Integrating Wealth Management and Accounting: Choreo’s Strategic Vision
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50:16
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Unlock the secrets to integrating wealth management and accounting seamlessly with insights from Larry Miles, CEO of Choreo and his experienced team. This episode of Growth Leaders of Wealth Management takes you inside Choreo’s journey, highlighting the strategic acquisition of RSM's US Wealth Management practice and the firm's impressive growth tr…
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Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
52:26
52:26
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52:26
On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woman tasked with supervising her grandmother’s estate asks for guidance on how to manage the $2 million in it. A woman in her 80s wants to know how much liquid money she should have on hand. Finally, an O…
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When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
46:12
46:12
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On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of former President Donald Trump. A new retiree wants to know how risky he should be with $140,000 he has in an old 401(k). A North Carolina caller asks whether it’s smart to use 401(k) dollars to pay off …
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Altruist’s Unmatched and Mission Driven Growth
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1:01:10
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Ever wish you could see the gears turning in a hyper growth business? We’re peeling back the curtain on how Jason Wenk, the visionary behind Altruist and before that FormulaFolios, and his team at Altruist are disrupting wealth management for the better. You'll hear about how Jason's strategic decisions at FormulaFolios set the stage for Altruist's…
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The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
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44:37
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On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with $950,000 in a traditional IRA asks whether he should do a Roth conversion. A 51-year old wants to know whether he has enough assets to retire within 10 years. A Nevada man wonders whether increasing hi…
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