Podcast Episodes
Back to SearchThe war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
Episode 347
On this week’s Money Matters, Scott and Pat examine whether the Fed is now winning its fight against inflation. A South Carolina man asks whether he…
3 years, 9 months ago
An IRA dilemma, a question about taxes, and why not all recessions are the same.
Episode 346
On this week’s Money Matters, Scott and Pat tackle a unique situation where an investor has nearly all of his retirement money in a Roth IRA. They a…
3 years, 9 months ago
How the fundamentals of investing will serve you well in 2023.
Episode 345
On this week’s Money Matters, Scott and Pat explain how the basics of investing hold true regardless of what the markets do. A Colorado woman wants …
3 years, 9 months ago
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
Episode 344
On this week’s Money Matters, Scott and Pat discuss how wrong the “experts” are when predicting stock market performance. A Tennessee woman wants to…
3 years, 10 months ago
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
Episode 343
On this week’s Money Matters, Scott and Pat provide optimism, and explain why 2023 is NOT the time to throw out your long-term financial plan. Then t…
3 years, 10 months ago
Looking back at 2022 and preparing you for 2023 and beyond.
Episode 342
On this week’s Money Matters, Scott and Pat review the wild year that investors endured and help prepare you for what’s to come.
Join Money Matte…
3 years, 10 months ago
The most entertaining and informative calls of 2022.
Episode 341
On this special edition of Money Matters, Scott and Pat revisit some of the most entertaining calls of 2022, starting with a Seattle woman who called…
3 years, 10 months ago
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
Episode 340
On this week’s Money Matters, Scott and Pat discuss the fallout from the collapse of FTX. Then they are joined by Allworth’s Chief Investment Office…
3 years, 10 months ago
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
Episode 339
On this week’s Money Matters, Scott and Pat discuss the difficulties that come with investing. A Florida man asks whether he has enough cash flow to…
3 years, 11 months ago
Is the classic 60-40 portfolio model dead?
Episode 338
On this week’s Money Matters, Scott and Pat discuss whether the classic 60-40 portfolio model is actually dead. They then answer a call from a Washin…
3 years, 11 months ago