Podcast Episodes
Back to SearchHow investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
Episode 388
On this week’s Money Matters, Scott and Pat talk with Allworth Chief Investment Officer Andy Stout about the economic factors driving stock market ac…
2 years, 11 months ago
The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
Episode 387
On this week’s Money Matters, Scott and Pat discuss the specific factors that spawn satisfaction and joy in retirement. An Ohioan who is getting marr…
3 years ago
The 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…
3 years 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…
3 years 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…
3 years 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…
3 years, 1 month 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 …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month ago