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September 6, 2025 - Money Matters Podcast

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Scott Hanson and Pat McClain in studio during Money Matters Podcast Show
  • Capitalism vs. Government Control 0:00
  • Listener Call: Roth vs. Pre-Tax Before Retirement 13:39
  • Listener Call: Tax-Efficient Giving with Donor-Advised Funds 29:58
  • Listener Call: Managing Cash, Stocks & Risk Near Retirement 38:09
  • Listener Call: Pension Lump Sum or Monthly Payments? 44:59

Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind

On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can learn from China’s struggles with electric vehicles and housing. Then listeners call in with real financial challenges—ranging from Roth conversions inside a 401(k), to balancing pre-tax vs. Roth contributions, to donor-advised funds for tax-smart charitable giving. You’ll also hear practical guidance on managing too much cash in retirement accounts, navigating pensions vs. lump sums, and aligning financial decisions with your life goals.


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

Download and rate our podcast here.

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