Podcast Episodes
Back to SearchStock prices don’t tell the whole story.
Episode 187
On this week’s Money Matters, Scott and Pat discuss the stock market’s continued rise, and why they’re paying close attention to company earnings.
Sc…
6 years, 9 months ago
Financial products for aging Americans
Episode 186
On this week’s Money Matters, Scott and Pat discuss the reasons why some advisors target aging Americans to buy unnecessary financial products.
Scot…
6 years, 9 months ago
Is your financial advisor a full-time fiduciary?
Episode 185
On this week’s Money Matters, Scott and Pat discuss the allegations surrounding a well-known financial advisor who called himself a fiduciary and pot…
6 years, 9 months ago
Become and remain financially independent
Episode 184
On this week’s Money Matters, Scott and Pat discuss the steps that you need to take to become financially independent.
Scott and Pat advise a woman, …
6 years, 10 months ago
Financial New Year’s Resolutions
Episode 183
On this week’s Money Matters, Scott and Pat provide examples of how you can improve your finances in 2020.
Scott and Pat advise a Bay Area woman cons…
6 years, 10 months ago
When should you consider a Roth conversion?
Episode 182
On this week’s Money Matters, Scott and Pat discuss why $1.8 billion may disappear in a private placement investment.
Scott and Pat advise a caller w…
6 years, 10 months ago
End-of-year tax planning
Episode 181
On this week’s Money Matters, Michael Mouriski, CPA and Vice President of Tax Solutions at Allworth Financial, joins Scott and Pat to discuss tax pla…
6 years, 10 months ago
Put your power of attorney and advance healthcare directives in place.
Episode 180
On this week’s Money Matters, Scott and Pat discuss the importance of having difficult financial conversations. They also talk about your options wit…
6 years, 11 months ago
If you are a high earner, take Social Security ASAP.
Episode 179
On this week’s Money Matters, Pat and Allworth advisor David Schauer discuss why high earners should take Social Security sooner rather than later. I…
6 years, 11 months ago
Where do bonds fit in your savings?
Episode 178
On this week’s Allworth’s Money Matters, Pat and Allworth advisor David Schauer discuss how you can use bonds in a low interest rate environment.
Pat…
6 years, 11 months ago