Podcast Episodes
Back to SearchThe 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…
4 years, 1 month 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…
4 years, 1 month ago
Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
Episode 325
On this week’s Money Matters, Scott and Pat discuss the Federal Reserve’s aggressive stance on fighting inflation. You’ll hear them help a man who wa…
4 years, 2 months ago
A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
Episode 324
On this week’s Money Matters, Scott and Pat discuss the implications of student loan debt relief. Speaking of student loans, a caller who just came …
4 years, 2 months ago
Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
Episode 323
On this week’s Money Matters, Scott and Pat help a caller decide between a Roth or a Traditional IRA. They then discuss pensions and fad investments,…
4 years, 2 months ago
Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
Episode 322
On this week’s Money Matters, Scott and Pat explain whether long-term investors should worry about bear and bull markets. A caller wants to know whe…
4 years, 2 months ago
Risk tolerance, advice on life insurance, and why tax time should be all the time
Episode 321
On this week’s Money Matters, Scott and Pat help a man align his risk tolerance with current market volatility. They give honest advice to a caller …
4 years, 3 months ago
The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
Episode 320
On this week’s Money Matters, Scott and Pat break down the best 403(b) plans for an English teacher who is shopping around. A Virginia man wants to …
4 years, 3 months ago
How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
Episode 319
On this week’s Money Matters, Scott and Pat explain why they spend less time on financial news, and more time on your response to it. They advise a c…
4 years, 3 months ago
A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
Episode 318
Do the markets have you feeling nervous? On this week’s Money Matters, Scott and Pat explain why it’s so important to ignore the current financial no…
4 years, 3 months ago