Podcast Episodes
Back to SearchRecord 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, 10 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, 10 months ago
The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.
Episode 285
On this week’s Money Matters, Scott and Pat advise a caller who wants to know about inflation bonds, then answer a question from a South Carolinian w…
4 years, 11 months ago
Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.
Episode 284
On this week’s Money Matters, Scott and Pat advise a teacher from New York who wants to start a business. A caller who received a $300,000 inheritanc…
4 years, 11 months ago
Rising home prices, the impact of inflation, and long-term care insurance.
Episode 283
On this week’s Money Matters, Scott and Pat advise a caller who has lived in Yosemite for 30 years, saved well, but can’t quite afford a long-term ca…
4 years, 11 months ago
The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.
Episode 282
On this week’s Money Matters, Scott and Pat discuss the record-setting Rivian electric vehicle IPO, before taking a call from a Georgia woman who wan…
4 years, 11 months ago
Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.
Episode 281
On this week’s Money Matters, Scott and Pat advise a caller from Columbia about paying capital gains taxes on an overseas stock sale. A California ma…
5 years ago
Low interest rates, Tesla at $1 trillion, and a Trump SPAC
Episode 280
On this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment.
Scott and Pat ad…
5 years ago
Questions for a global minimum tax
Episode 279
On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax.
Scott and Pat advise a caller looking for a c…
5 years ago
The shadow inflation problem
Episode 278
On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates.
Scott and Pat advise a ne…
5 years ago