Podcast Episodes
Back to SearchA bullseye on target-date funds
Episode 295
On this week’s Money Matters, Scott and Pat explain why “it makes no sense” to have a target date fund outside of a retirement account. Then they he…
4 years, 4 months ago
Stock market volatility, advice on buying rental property, and a lesson in cryptocurrency.
Episode 294
On this week’s Money Matters, Scott and Pat kick off the show by discussing the impact that social media stocks are having on market volatility. A wo…
4 years, 4 months ago
Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock
Episode 293
On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and…
4 years, 4 months ago
Market corrections, low-tax states for retirement, and living wills and trusts.
Episode 292
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing i…
4 years, 4 months ago
The COVID resistant market, savings advice for late bloomers, and required minimum distributions.
Episode 291
On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high incom…
4 years, 5 months ago
Family financial conversations, money from an inheritance, and an overview of SEPs.
Episode 290
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A…
4 years, 5 months ago
Financial resolutions for the New Year, debt management, and Indexed Universal Life
Episode 289
On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about …
4 years, 5 months ago
This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.
Episode 288
On this week’s special “Best Of” Money Matters, Scott and Pat advise a New Jersey caller who wants to liquidate a $130,000 annuity. A caller wants to…
4 years, 5 months ago
Record inflation, building long-term wealth, and converting a term life insurance policy.
Episode 287
On this week’s Money Matters, Scott and Pat advise a 28-year-old California caller earning $120,000 a year and who wants to create some additional re…
4 years, 6 months ago
Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.
Episode 286
On this week’s Money Matters, Scott and Pat debate what it means to have financial confidence before advising a caller about paying income tax on a l…
4 years, 6 months ago