Recent Podcasts from Admin


January 25, 2025 - Money Matters Podcast

IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

Listen Now

January 18, 2025 - Money Matters Podcast

Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

Listen Now

January 11, 2025 - Money Matters Podcast

2025 stock myths, tax hacks, crash fears, and retirement strategies.

Listen Now

January 4, 2025 - Money Matters Podcast

The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.

Listen Now

December 28, 2024 - Money Matters Podcast

The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?

Listen Now

December 21, 2024 - Money Matters Podcast

Roth conversions, tariff talk, portfolio diversification strategies, and Scott and Pat’s favorite call of the year.

Listen Now

December 14, 2024 - Money Matters Podcast

Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.

Listen Now

December 7, 2024 - Money Matters Podcast

A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.

Listen Now

November 30, 2024 - Money Matters Podcast

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that …

Listen Now

November 23, 2024 - Money Matters Podcast

Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

Listen Now