Podcast Episodes
Back to SearchCan I Retire With $5 Million? Planning the Next Chapter
Episode 522
For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pat out thi…
6 months, 3 weeks ago
Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid
Episode 521
In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while another wres…
6 months, 4 weeks ago
Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors
Episode 520
In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether to retur…
7 months ago
Smart Tax Strategies for High Net Worth Investors
Episode 519
In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million dollar I…
7 months, 1 week ago
Roth Conversion & Direct Indexing Strategies
Episode 518
In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage fu…
7 months, 2 weeks ago
Smart Tax Diversification & Roth Conversions
Episode 517
In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From …
7 months, 3 weeks ago
Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios
Episode 516
In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it actually…
8 months ago
Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs
Episode 515
Taxes can quietly shape some of the biggest financial decisions you’ll ever make — from choosing how to take a pension to deciding how to leave money…
8 months, 1 week ago
A Common Tax Mistake Wealthy Investors Overlook
Episode 514
In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very diffe…
8 months, 2 weeks ago
When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)
Episode 513
In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and how taxe…
8 months, 3 weeks ago