Allworth Financial

We're honored to once again be recognized in Financial Advisor Magazine's annual RIA Ranking. This recognition reflects the trust our clients place in us, the dedication of our advisors, and our commitment to helping individuals and families navigate their financial futures with confidence. As we continue to grow, our focus remains the same: putting clients first, investing in our people, and building lasting relationships. Thank you to our clients for your continued confidence and to all our team members across the country for making this recognition possible. Read the full list of 2026 Financial Advisor RIA Survey & Ranking here: https://bit.ly/4wLMKSs #WealthManagement #FinancialPlanning #RIA #ClientFirst #Growth

A high income and a seven-figure portfolio don’t automatically mean you have a strong financial plan. In this episode of the Money Matters podcast, Scott Hanson and Pat McClain break down a case where the “hard part” was done—earning and saving—but critical gaps remained. Missing life insurance, unclear disability coverage, and unanswered questions about retirement and education planning. The takeaway is clear: wealth without structure can leave you exposed. A complete financial plan isn’t just about accumulation—it’s about protection, intention, and alignment with your goals. 🎧 Listen to the Money Matters podcast each week here: https://bit.ly/3R41vkq or subscribe to Money Matters wherever you get your podcasts.

When you’re considering how to pass on your wealth to the next generation or causes you care about, this strategy deserves as seat at the table.   Because while it may be simple and sometimes even overlooked, it can also be powerful.   Read the full article about stepped-up basis from our team: https://hubs.ly/Q04lK1xs0   #EstatePlanning #LegacyPlanning #WealthTransfer

Are municipal bonds helping your portfolio—or holding it back? In this episode of Money Matters, Scott T. Hanson and Pat McClain discuss asset location strategies, tax-efficient investing, and why investors should evaluate where they hold stocks and bonds across taxable and retirement accounts. The conversation highlights how thoughtful portfolio construction can potentially increase after-tax returns without changing your overall investment allocation. Listen here: https://hubs.ly/Q04mvQLB0 or subscribe to Money Matters wherever you get your podcasts.

One listener asked about direct indexing, and the answer went beyond simply tracking an index. In this clip from the Money Matters podcast presented by Allworth Financial, Scott T. Hanson explains how direct indexing can help higher-income investors potentially offset capital gains, while creating more flexibility when it's time to withdraw money in retirement. It's a strategy that could help solve both today's tax challenges and tomorrow's income needs. Listen to the Money Matters podcast each week here: https://hubs.ly/Q04lT6d80 or find Money Matters wherever you get your podcasts.

Thinking about buying a second home? Before you fall in love with the porch swing, it’s worth considering how that purchase fits into your broader wealth plan. From opportunity cost to estate implications, a vacation property can reshape your financial picture in meaningful ways. This new article shares 7 key considerations: https://bit.ly/4m5oFBY #WealthPlanning #HighNetWorth #FinancialStrategy #SecondHome #EstatePlanning #FiduciaryAdvice

Financial success isn't always about finding better investments. Often, it's about making smarter decisions with the investments you already own. In this week's Money Matters discussion, Scott T. Hanson and Pat McClain highlight a frequently overlooked aspect of portfolio management that can have a meaningful impact on long-term wealth accumulation and tax efficiency. Listen here: https://hubs.ly/Q04l2j2y0 or subscribe to Money Matters wherever you get your podcasts.

Successful investing isn't always about adding complexity. In this conversation from the Money Matters podcast, Scott T. Hanson and Pat McClain discuss how strategic asset location can improve tax efficiency and help maximize after-tax wealth. For many investors, getting the right assets in the right accounts may have a greater impact than searching for the next investment opportunity. Listen here: https://bit.ly/49JsLea or subscribe to Money Matters wherever you get your podcasts.

The future of wealth management is already taking shape. This week, we welcomed our inaugural Summer 2026 Advisory Intern cohort to Allworth's flagship Addison office.   Over the next 10 weeks, these students will learn from leaders across the firm, rotate through key functions, and gain firsthand exposure to what it takes to serve clients at the highest level. It’s real-world experience that offers participants a unique opportunity to explore the advisory profession while developing the skills needed to succeed in the industry.   We’re proud to support the growth and development of these exceptional future professionals, and we look forward to seeing all they accomplish this summer.   Welcome to Allworth.   #FutureAdvisors #LeadershipDevelopment #CareerDevelopment #WealthManagement

Successful investors spend decades building wealth through discipline and frugality. But once they reach financial independence, spending can become psychologically difficult. In this episode of the Allworth Money Matters podcast, Scott T. Hanson & Pat McClain counsel a couple with nearly $8 million in net worth who still feel uncertain about buying a more expensive home, even though the math clearly supports it. The conversation highlights one of the most overlooked aspects of financial planning: behavioral coaching. Often, the real value of an advisor is helping clients confidently transition from accumulation to actually using their wealth to improve their lives. Listen here: https://bit.ly/3Q5lhvj or subscribe to Money Matters wherever you get your podcasts.