Podcast Episodes
Back to SearchWhy 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…
3 years, 2 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,…
3 years, 2 months ago
Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.
Episode 376
On this week’s Money Matters, Scott and Pat explain why deadly fires in Maui should compel you to review your insurance policies. A house flipper fro…
3 years, 2 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 375
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…
3 years, 2 months ago
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
Episode 374
On this week’s Money Matters, Scott and Pat discuss what might be the single most important rule to abide by if you want financial independence. A fa…
3 years, 3 months ago
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
Episode 373
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, 3 months ago
Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
Episode 372
On this week’s Money Matters, Scott and Pat help a Colorado caller understand why she should avoid making extra payments on her home. Then, a father …
3 years, 3 months ago
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
Episode 371
On this week’s Money Matters, Scott and Pat explain the factors that should dictate how much stock you own. A newly married couple asks whether openi…
3 years, 3 months ago
The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
Episode 370
On this week’s Money Matters, Scott and Pat discuss the gratification that comes with creating a long-term plan for retirement. A caller from Chicago…
3 years, 3 months ago
The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
Episode 369
On this week’s Money Matters, Scott and Pat explain why it’s not a good idea to buy and sell when recession talk ramps up. A retiree from Ohio asks f…
3 years, 4 months ago