DiscoverAllworth Financial‘s Money MattersRethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes
Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

Update: 2025-06-21
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On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You’ll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense of annuities.


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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Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

Allworth Financial