Podcast Episodes
Back to SearchBitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
Episode 398
On this week’s Money Matters, Scott and Pat discuss whether investing in Bitcoin ETFs is safe. A Washington state woman asks for help aligning her ri…
2 years, 9 months ago
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
Episode 397
On this week’s Money Matters, Scott and Pat provide honest advice for those choosing to spend now instead of saving for later. A Florida man who is t…
2 years, 9 months ago
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
Episode 396
On this week’s Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California m…
2 years, 10 months ago
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
Episode 395
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, 10 months ago
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
Episode 394
On this week’s Money Matters, Scott and Pat explain why having all the money in the world may not lessen your worry about it. A Pennsylvania teacher …
2 years, 10 months ago
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
Episode 393
On this week’s Money Matters, Scott and Pat explain the benefit of investing in index funds. Allworth advisor Mark Shone joins the show to discuss sp…
2 years, 10 months ago
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
Episode 392
On this week’s Money Matters, Scott and Pat discuss why the struggle is real for some younger investors. A 49-year-old California man wants to know w…
2 years, 10 months ago
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
Episode 391
On this week’s Money Matters, Scott and Pat discuss why the markets are on fire right now. They help a Phoenix man work through a great financial pla…
2 years, 11 months ago
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
Episode 389
On this week’s Money Matters, Scott and Pat explain why receiving a financial windfall can make you more of who you already are. A 58-year-old single…
2 years, 11 months ago
Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
Episode 390
On this week’s Money Matters, Scott and Pat explain the instances when changing an investment portfolio could be the right thing to do. They revisit …
2 years, 11 months ago