Podcast Episodes
Back to SearchTax-Efficient Investing, Retirement Choices, and Market Shifts
Episode 492
On this week’s Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why chasing …
1 year, 1 month ago
Choosing 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 …
1 year, 1 month 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…
1 year, 1 month 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…
1 year, 2 months 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…
1 year, 2 months 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…
1 year, 2 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 …
1 year, 2 months 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…
1 year, 3 months 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…
1 year, 3 months 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…
1 year, 3 months ago