Podcast Episodes
Back to SearchMoney Matters: Navigating financial decisions amidst market uncertainty.
Episode 437
On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising pro…
1 year, 8 months ago
Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
Episode 436
On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredic…
1 year, 8 months ago
Navigating Financial Turbulence: Election Impacts and Investment Strategies
Episode 435
On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. Th…
1 year, 8 months ago
Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
Episode 434
On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and …
1 year, 8 months ago
Navigating financial waters: Investments, retirement, and risk.
Episode 432
On this week’s Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and t…
1 year, 9 months ago
Money Matters: Retirement planning, tax strategies, investment insights, and more.
Episode 431
On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, …
1 year, 9 months ago
Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
Episode 430
On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing di…
1 year, 9 months ago
A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
Episode 429
On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether …
1 year, 9 months ago
Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
Episode 428
On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing retiremen…
1 year, 9 months ago
An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.
Episode 427
On this week’s Money Matters, Scott and Pat help a Montana rancher navigate the volatile stock market. A California man wonders if it's time to combi…
1 year, 10 months ago