Podcast Episodes
Back to SearchEarly 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…
1 year, 3 months ago
Bitcoin 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…
1 year, 4 months 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…
1 year, 4 months 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…
1 year, 4 months 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, 4 months 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, 4 months 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, 5 months 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, 5 months 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, 5 months 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, 5 months ago