Podcast Episodes
Back to SearchRetired at 55 With $4M: How to Dodge a Massive Tax Surprise
Episode 552
What happens when an early retirement success story hits an unexpected tax wall? In this episode of Money Matters, Scott and Pat dive straight into r…
19 hours ago
Elections & Your Portfolio: What History Really Says
Episode 551
Worried about how the upcoming election will impact your investments? In this special bonus episode of Money Matters, Scott and Pat are joined by Apo…
3 days, 16 hours ago
Direct Indexing vs ETFs: Fixing a $1.8M Portfolio
Episode 550
When your retirement savings cross the seven-figure mark, the simple strategies that got you there might actually cost you money in taxes. In this ep…
1 week ago
Can You Retire at 55 With a $2 Million Portfolio?
Episode 549
Is retiring at 55 with a $2M nest egg realistic? On this episode of Money Matters, Scott and Pat break down the numbers with a caller aiming for an e…
2 weeks ago
$1M+ Retirement Strategy: How to Build Sustainable Income
Episode 548
How do you turn a lifetime of saving into reliable, tax-smart retirement income? In this episode of Money Matters, Scott and Pat break down what inve…
3 weeks ago
Can You "Die with Zero?" | Spending Down Multi-Million Portfolios
Episode 547
Can you truly "Die with Zero" when you’ve built a multi-million-dollar portfolio? On this episode of Money Matters, Scott and Pat dive into real-worl…
4 weeks ago
Roth Conversion Mistakes & the Real Value of a Financial Advisor
Episode 546
Is it possible to do a Roth conversion too early? In this episode of Money Matters, Scott and Pat break down why the timing of your tax planning matt…
1 month ago
Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs
Episode 545
Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account before you stop working make mathematical sens…
1 month, 1 week ago
Financial Planning: Stress Testing, Early Retirement & RMDs
Episode 544
Are your retirement assumptions realistic, or is your financial plan relying on best-case scenarios? In this episode of Money Matters, Scott and Pat …
1 month, 2 weeks ago
When Can You Retire? Making the Most of Your Savings
Episode 543
When can you retire? It’s one of the biggest financial questions you’ll ever answer—and knowing you have enough is about more than reaching a certain…
1 month, 3 weeks ago