Podcast Episodes
Back to SearchTax-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, 6 months ago
A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early
Episode 469
On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial de…
1 year, 6 months ago
Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers
Episode 468
On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, shar…
1 year, 6 months ago
Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty
Episode 467
On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implica…
1 year, 6 months ago
Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire
Episode 463
On this week’s Money Matters, Scott and Pat address concerns about the impact of tariffs on the stock market and offer advice on staying calm. Then, …
1 year, 7 months ago
Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains
Episode 462
On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing…
1 year, 7 months ago
Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions
Episode 461
On this week’s Money Matters, Scott and Pat examine the complexities of financial planning during uncertain market conditions. Then, they take calls …
1 year, 7 months ago
A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey
Episode 459
On this week’s Money Matters, Scott and Pat guide a multi-millionaire through the decision of whether a lake house makes sense as an investment. They…
1 year, 7 months ago
Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies
Episode 458
On this week’s Money Matters, Scott and Pat break down the latest global market dynamics - tariffs, inflation, and their impact on your investments. …
1 year, 7 months ago
SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now
Episode 460
On this SPECIAL EPISODE of Money Matters, Scott sits down with Allworth’s Chief Investment Officer Andy Stout to break down the latest market volatil…
1 year, 7 months ago