Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

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.

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