Podcast Episodes
Back to SearchZombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
Episode 368
On this week’s Money Matters, Scott and Pat discuss mortgages from long ago that are suddenly haunting homeowners. A 49-year-old Arizona man asks whe…
3 years, 4 months ago
Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
Episode 367
On this week’s Money Matters, Scott and Pat explain why chasing short-term gains can lead to long-term problems. A Tennessee father asks whether buyi…
3 years, 4 months ago
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, 4 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 5 months ago
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, 6 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 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, 6 months ago
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, 6 months ago