Allworth Financial

When it comes to IRA beneficiary planning, small decisions can have major tax consequences. In this clip from the Money Matters podcast, Scott T. Hanson and Pat McClain discuss why naming beneficiaries thoughtfully—and avoiding shortcuts—can help reduce tax exposure and create a more efficient wealth transfer strategy. It’s a simple shift in thinking that can make a significant long-term impact. Listen here: https://bit.ly/4mHEWNE or subscribe to Money Matters wherever you get your podcasts.

We’re excited to announce we’re headed to Dallas this month for DEO’s Operations Intensive. Events like this are a great reminder that the most successful dental practices rarely grow by accident. They grow through strong leadership, smart decisions, and the right guidance behind the scenes. We’re looking forward to the conversations ahead and to connecting with practice owners who want a more coordinated strategy for what comes next. Hope to see you there! #DEOOperationsIntensive #DentalPracticeOwners #PracticeGrowth

When you’ve built significant wealth, the question tends to shift from “How do I grow it?” to “How do I coordinate it?” Because even strong investments, thoughtful tax strategy, and well-crafted estate plans can feel disconnected without an underlying system. Here’s how high-net-worth households can bring structure, alignment, and optimization to every moving part of their financial life: https://bit.ly/3PL2uF2 #WealthManagement #HighNetWorth #FinancialPlanning #WealthStrategy #EstatePlanning #TaxStrategy

Think your portfolio is “fine”? It might be costing you more than you realize. This clip from the Money Matters podcast highlights how overlooked inefficiencies can add up over time—and why a second look at your overall strategy could make a meaningful difference. Listen here: https://bit.ly/4vBHiBW or subscribe to Money Matters wherever you get your podcasts. #WealthManagement #FinancialPlanning #MoneyMattersPodcast

We’re honored to share that Allworth Financial and our CEO John Bunch have been named finalists in several categories in the 2026 InvestmentNews Awards. This recognition reflects the strength of our platform, the care we bring to serving clients, and how we continue to raise the bar as we grow. Thank you to our team for the hard work you do every day for our clients and each other. To see the full list of finalists: https://bit.ly/4epnviJ #INAwardsUS #WealthManagement #FinancialServices #CompanyCulture #FinancialPlanning #WealthPlanning

We’re proud to be a sponsor of this year’s Gladstone M&A Conference, a prestige event that brings together some of the most forward-thinking leaders in wealth management. With this year’s focus on ‘Building Your Brand for Growth,’ we’re especially looking forward to the conversations around scaling strategically, strengthening firm value, and what it really takes to drive sustainable growth in today’s environment. If you’re attending, come stop by the Allworth table. We’d welcome the chance to connect, exchange ideas, and talk through what growth could look like for your firm. See you April 21-23 in Philadelphia!

For high-income investors, tax efficiency matters just as much as returns. Direct indexing isn’t just about tracking an index. It can create more flexibility, better tax outcomes, and smarter withdrawal strategies over time. Listen here: https://bit.ly/3PReyoq or subscribe to Money Matters wherever you get your podcasts.

The 4% rule? Overrated. If you have a $2M+ portfolio, relying on a single withdrawal rate to manage tax sequencing, concentrated holdings, legacy goals, and multiple income streams isn't a plan. It's merely a starting point. Join our exclusive new webinar to move beyond a basic rule of thumb and discover what goes into building a sophisticated distribution strategy that actually reflects your level of wealth and complexity. Register today and find out what your current plan could be missing: https://bit.ly/415DKK9 #WealthManagement #RetirementPlanning #DistributionPlanning #FinancialPlanning #HighNetWorth

At a certain level of wealth, the conversation shifts. It’s no longer just about accumulation. It’s about optimization. Yet many high-net-worth investors continue operating with a limited playbook, missing opportunities to be more intentional with income, taxes, and long-term flexibility. On each episode of the Money Matters podcast presented by Allworth Financial, Scott T. Hanson and Pat McClain help investors: • Rethink income distribution strategies • Position assets based on purpose and timing • Make more tax-efficient decisions • Maintain adaptability in an unpredictable future The real advantage isn’t just having wealth, but understanding how to use it well. Listen here: https://bit.ly/4c3pF57 or subscribe to Money Matters wherever you get your podcasts. #WealthManagement #HighNetWorthIndividuals #FinancialStrategy #TaxEfficiency #InvestmentPlanning #MoneyMatters

Avoiding taxes feels smart, right? But when tax considerations override asset allocation, rebalancing, or long-term planning, risk often rises in ways many investors don’t intend. In our new article, explore how a strategy-first approach can lead to stronger after-tax outcomes over time: https://bit.ly/4maB6ws #WealthManagement #PortfolioStrategy #TaxEfficiency #HighNetWorth #LongTermPlanning