Podcast Episodes
Back to SearchThe psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
Episode 416
On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. …
2 years ago
A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
Episode 415
On this week’s Money Matters, Scott and Pat explain why sitting on the sidelines instead of in the stock market can be so detrimental to your retirem…
2 years ago
A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.
Episode 414
On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financ…
2 years, 1 month ago
Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
Episode 413
On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with …
2 years, 1 month ago
A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
Episode 412
On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on…
2 years, 1 month ago
A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.
Episode 411
On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a dis…
2 years, 1 month ago
Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.
Episode 410
On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy…
2 years, 2 months ago
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
Episode 409
On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she…
2 years, 2 months ago
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.
Episode 408
On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller wh…
2 years, 2 months ago
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
Episode 407
On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted gr…
2 years, 2 months ago