Podcast Episodes
Back to SearchChoosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future
Episode 491
On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as …
9 months ago
Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind
Episode 490
On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can lear…
9 months, 1 week ago
Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth
Episode 489
On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities…
9 months, 2 weeks ago
Taxes, Direct Indexing, and Concentrated Stock Diversification Strategies for Smarter Wealth Planning
Episode 488
On this week’s Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the epi…
9 months, 3 weeks ago
Smart Retirement Planning Strategies: Roth Conversions, Social Security Timing, and Income Gaps Explained
Episode 487
On this week’s Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should hear. One c…
10 months ago
Bitcoin Business Pivots, Millionaire Anxiety, New 529 Rules, and Insurance Pitfalls
Episode 486
On this week’s Money Matters, Scott and Pat explore one of the summer’s hottest—and most questionable—investment trends: small companies pivoting to …
10 months, 1 week ago
Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered
Episode 485
On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the risks of l…
10 months, 2 weeks ago
Millionaires and Roth Conversions, Midlife Money Moves, and Private 401(k) Investments
Episode 484
On this week’s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old millionaire na…
10 months, 3 weeks ago
Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy
Episode 482
On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than foll…
10 months, 4 weeks ago
Early Career Savings, Midlife Maximization, and the Impact of Tariffs
Episode 481
On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retirement sav…
11 months ago