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Inflation can be your greatest danger in retirement.
Inflation can be your greatest danger in retirement.

Episode 137

On this week’s Money Matters, Scott and Pat talk about the market’s recent upswing, and why your investing emotions and investing actions should be t…

7 years, 8 months ago

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Insurance companies are in the same market as you.
Insurance companies are in the same market as you.

Episode 136

On this week’s Money Matters, Scott and Pat talk about the resurgence of unconventional mortgages, or “liar loans.” Scott and Pat also have an exciti…

7 years, 8 months ago

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Revenue sharing can change your advisor’s view.
Revenue sharing can change your advisor’s view.

Episode 135

Scott and Pat talk about how a seemingly small change in fees can cloud your advisor’s view, and the current state of the market.

A caller anticipati…

7 years, 9 months ago

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What the new tax law means for mortgages.
What the new tax law means for mortgages.

Episode 134

On this week’s Money Matters, Scott and Pat talk about how the new tax law may change the way you want to pay off your mortgage. Scott also talks abo…

7 years, 9 months ago

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The real value of sound financial advice.
The real value of sound financial advice.

Episode 133

On this week’s Money Matters, Scott and Pat talk about a client who almost paid $25,000 in additional taxes after taking costly advice from a big-box…

7 years, 9 months ago

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An investment philosophy is half the equation.
An investment philosophy is half the equation.

Episode 132

On this week’s Money Matters, Scott and Pat talk about the pension trouble facing government entities and companies like Pacific Gas and Electric. Th…

7 years, 9 months ago

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Investing Doesn’t Need to be Complicated
Investing Doesn’t Need to be Complicated

Episode 131

On this week’s Money Matters, Scott and Pat talk about the simple moves that you can make to improve your financial footing in 2019.

Scott and Pat ta…

7 years, 10 months ago

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Investing in Yourself is Saving
Investing in Yourself is Saving

Episode 130

Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some mon…

7 years, 10 months ago

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Happy Holidays – Best of Show
Happy Holidays – Best of Show

Episode 129

Celebrating the Holidays, this week’s Money Matters is a look back at some of the most memorable calls from 2018.

Scott and Pat talk to a charitably-…

7 years, 10 months ago

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Hope is Not an Investment Strategy
Hope is Not an Investment Strategy

Episode 128

On this week’s Hanson McClain’s Money Matters, Scott and Pat look back on the cryptocurrency boom and bust, and why the values of long-term investing…

7 years, 10 months ago

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