Podcast Episodes
Back to SearchExtracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.
Episode 315
On this week’s Money Matters, Scott and Pat extract the bull from bear markets. Then they offer honest advice to a 61-year-old who got spooked and y…
3 years, 11 months ago
Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.
Episode 314
On this week’s Money Matters, Scott, Pat and Allworth’s Chief Investment Officer Andy Stout put recent scary market headlines under the microscope. …
4 years ago
Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?
Episode 313
On this week’s Money Matters, Scott and Pat talk to an expert about why smart people make poor financial decisions. You’ll hear advice for a man who…
4 years ago
Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money
Episode 312
On this week’s Money Matters, Scott and Pat explain why history will show that recent market volatility is temporary. Then they help a woman with an …
4 years ago
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
Episode 311
On this week’s Money Matters, Scott and Pat discuss the impact that good financial planning is having during these turbulent times. Then, they provid…
4 years ago
The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing
Episode 310
On this week’s Money Matters, Scott and Pat explore the real reasons for inflation with one of the world’s leading authorities on monetary policy and…
4 years ago
A perfect example of financial planning, and a house call to a man who “accidentally retired”
Episode 309
On this week’s Money Matters, Scott and Pat utilize a financial planning technique to get to the bottom of a man’s question about social security. T…
4 years, 1 month ago
Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off
Episode 308
On this week’s Money Matters, Scott and Pat discuss Wall Street whiplash and what it means for long term investors. Then they provide advice for a wo…
4 years, 1 month ago
Money markets, mortgages, marriage and more!
Episode 307
On this week’s Money Matters, Scott and Pat give advice to a recently married man thinking about investing $500,000 in cash into real estate. Then th…
4 years, 1 month ago
Financial security, Roth conversions, and I’ve got stock - what should I do with it?
Episode 306
On this week’s Money Matters, want financial security? Scott and Pat discuss the responsibility needed to attain it. Plus, advice for a retiree thin…
4 years, 1 month ago