Podcast Episodes
Back to SearchThe four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?
Episode 449
On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have engag…
1 year, 10 months ago
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.
Episode 447
On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable…
1 year, 10 months ago
Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.
Episode 446
On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases …
1 year, 10 months ago
A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.
Episode 445
On this week’s Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking …
1 year, 11 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 444
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
Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.
Episode 443
On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackl…
1 year, 11 months ago
Allworth's Money Matters Podcast Trailer
Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their ove…
1 year, 11 months ago
Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.
Episode 442
On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesl…
1 year, 11 months ago
The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?
Episode 441
On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on …
1 year, 11 months ago
Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.
Episode 440
On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the back…
2 years ago