Podcast Episodes
Back to SearchThe power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.
Episode 426
On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. Th…
1 year, 10 months ago
Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.
Episode 425
On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California woma…
1 year, 10 months ago
When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.
Episode 424
On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of f…
1 year, 10 months ago
The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.
Episode 423
On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with …
1 year, 11 months ago
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
Episode 422
On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should co…
1 year, 11 months ago
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
Episode 421
On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make …
1 year, 11 months ago
Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
Episode 420
On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 …
1 year, 11 months ago
The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
Episode 419
On this week’s Money Matters, Scott and Pat explain why you should not get too excited about the AI stocks dominating the market. A man who fired his…
2 years ago
The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle.
Episode 418
On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should…
2 years ago
The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income.
Episode 417
On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the be…
2 years ago