Podcast Episodes
Back to SearchThe qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
Episode 386
On this week’s Money Matters, Scott and Pat reveal the qualities of a wealth manager who cares about you, and one who doesn’t. A caller from Massachu…
2 years, 7 months ago
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.
Episode 385
On this week’s Money Matters, Scott and Pat explain how they knew years ago that the crypto craze would turn chaotic. A California man asks whether h…
2 years, 7 months ago
Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
Episode 384
War in the Middle East. Turmoil in Congress. On this week’s Money Matters, Scott and Pat explain why the key for investors right now is calm. Then, t…
2 years, 8 months ago
Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
Episode 383
On this week’s Money Matters, Scott and Pat discuss one of the most important qualities of a trusted financial advisor. A caller from Colorado asks w…
2 years, 8 months ago
Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
Episode 382
On this week’s Money Matters, Scott and Pat start the show by discussing economic headwinds facing Wall Street right now. You’ll hear why they think …
2 years, 8 months ago
A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
Episode 381
On this week’s Money Matters, Scott and Pat start the show by discussing the worries in the commercial real estate market. Then, a woman who plans to…
2 years, 8 months ago
Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
Episode 380
On this week’s Money Matters, Scott and Pat start the show by explaining why the key to financial independence is less about your money and more abou…
2 years, 9 months ago
A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
Episode 379
On this week’s Money Matters, Scott and Pat start the show by discussing drama in the crypto world. A Montana woman who retired last year asks for ad…
2 years, 9 months ago
Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
Episode 378
On this week’s Money Matters, Scott and Pat discuss why so many people who voluntary left the workforce want jobs again. Allworth Chief Investment Of…
2 years, 9 months ago
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
Episode 377
On this week’s Money Matters, Scott and Pat start the show by helping a father decide whether he should self-fund his daughter’s college costs. Then,…
2 years, 9 months ago