Podcast Episodes

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The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.

Episode 366

On this week’s Money Matters, Scott and Pat discuss the impact that higher borrowing costs have on local governments. Then, an 83-year-old asks how h…

3 years ago

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When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.

Episode 365

On this week’s Money Matters, Scott and Pat discuss why companies choose to take on controversial issues. Then, a man looking to retire next year ask…

3 years ago

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Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.

Episode 364

On this week’s Money Matters, Scott and Pat discuss market reaction to debt ceiling talks.  Then, a 59-year-old wants to know whether she should inve…

3 years ago

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A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.

Episode 363

On this week’s Money Matters, Scott and Pat discuss a fad investment that is falling apart right before our eyes. Then they help a man who wants to k…

3 years ago

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The fight against inflation, a debt ceiling showdown, and your questions answered.

Episode 362

On this week’s Money Matters, Scott, Pat, and Allworth Financial’s Chief Investment Officer Andy Stout examine whether the Federal Reserve will press…

3 years, 1 month ago

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The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.

Episode 361

On this week’s Money Matters, Scott and Pat explain why having a roadmap for your dollars is crucial. A 62-year-old asks whether $9,000 in monthly in…

3 years, 1 month ago

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Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

Episode 360

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 …

3 years, 1 month ago

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The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

Episode 359

On this week’s Money Matters, Scott and Pat discuss the ramifications of the federal government’s $1 trillion budget deficit. A California woman want…

3 years, 1 month ago

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Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.

Episode 358

On this week’s Money Matters, Scott and Pat begin the show by discussing the collapse of Silicon Valley Bank in the social media age, before moving o…

3 years, 2 months ago

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When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.

Episode 357

On this week’s Money Matters, Scott and Pat discuss two men accused of ripping off thousands of people of their hard-earned money. A 71-year-old want…

3 years, 2 months ago

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