Podcast Episodes
Back to SearchRebalancing your portfolio, questions about Social Security, and where to allocate income.
Episode 335
On this week’s Money Matters, Scott and Pat explain why rebalancing a portfolio is such an important matter right now. They advise an 84-year-old Ari…
3 years, 7 months ago
The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
Episode 334
On this week’s Money Matters, Scott and Pat explain the best way to steer yourself through market volatility, while still leaving room for growth. Th…
3 years, 7 months ago
Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
Episode 333
On this week’s Money Matters, Scott and Pat explain why a specific group of people should consider retiring before the end of the year. A caller fro…
3 years, 7 months ago
The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
Episode 332
On this week’s Money Matters, Scott and Pat explain why you must resist the urge to jump out of the stock market right now. Plus, they help a 21-year…
3 years, 7 months ago
Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
Episode 331
On this week’s Money Matters, Scott and Pat discuss how the long-term investor should handle the financial pain so many are feeling. A caller with m…
3 years, 8 months ago
The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
Episode 330
On this week’s Money Matters, Scott and Pat discuss when the housing market might finally cool off. A caller from Mississippi wants to know whether s…
3 years, 8 months ago
The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?
Episode 329
On this week’s Money Matters, Scott and Pat explain why failing to plan for market drops is planning to fail. They help a caller decide how much of …
3 years, 8 months ago
Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
Episode 328
On this week’s Money Matters, Scott and Pat help a caller who wants to minimize her risk without pulling money from the stock market. A California m…
3 years, 8 months ago
The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.
Episode 327
On this week’s Money Matters, Scott and Pat discuss the potential impact the recent poor inflation report could have on investors. You’ll hear why th…
3 years, 9 months ago
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
Episode 326
On this week’s Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension. A 61-year-old from Seattle…
3 years, 9 months ago