Podcast Episodes
Back to SearchThe 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, 7 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, 7 months ago
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
Episode 406
On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face …
2 years, 7 months ago
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
Episode 405
On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. …
2 years, 7 months ago
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
Episode 404
On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A…
2 years, 8 months ago
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
Episode 403
On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they…
2 years, 8 months ago
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
Episode 402
On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determ…
2 years, 8 months ago
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
Episode 401
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…
2 years, 8 months ago
The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
Episode 400
On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A …
2 years, 9 months ago
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
Episode 399
On this week’s Money Matters, Scott and Pat help a caller decide whether to contribute money to a Roth account. A man who will retire next month asks…
2 years, 9 months ago