Podcast Episodes
Back to SearchThe impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.
Episode 456
On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss th…
1 year, 3 months ago
Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.
Episode 455
On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisio…
1 year, 4 months ago
Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.
Episode 454
On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strate…
1 year, 4 months ago
401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.
Episode 453
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, 4 months ago
IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.
Episode 452
On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, in…
1 year, 4 months ago
Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.
Episode 451
On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the…
1 year, 4 months ago
2025 stock myths, tax hacks, crash fears, and retirement strategies.
Episode 450
On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding th…
1 year, 5 months ago
The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.
Episode 448
On this week’s Money Matters, Scott and Pat delve into essential financial discussions to kickstart your new year. They cover a range of topics, incl…
1 year, 5 months ago
The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?
Episode 449
On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have engag…
1 year, 5 months ago
Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.
Episode 447
On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable…
1 year, 5 months ago