Podcast Episodes
Back to SearchBitcoin at 60? Bold Moves, Roth Rules, and the Wild World of ETFs
Episode 478
On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood fi…
11 months, 1 week ago
Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp
Episode 479
On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs an…
11 months, 2 weeks ago
Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes
Episode 477
On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from some…
11 months, 3 weeks ago
Bear Market Blunders, Long-Term Care Decisions, and How AI Could Reshape Your Financial Future
Episode 476
On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while…
1 year ago
Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement
Episode 475
On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They break do…
1 year ago
Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story
Episode 474
On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of …
1 year ago
401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips
Episode 473
On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really b…
1 year ago
Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving
Episode 472
On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They brea…
1 year ago
April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose
Episode 471
On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strateg…
1 year, 1 month ago
Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies
Episode 470
On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Deven…
1 year, 1 month ago