Recent Podcasts from Admin
When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and …
Listen NowThe 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 NowA 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
Listen NowWhy a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?
Listen NowTax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?
Listen NowThe impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.
Listen NowThe risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors …
Listen NowThe number one objective of financial planning, high-yield savings accounts vs. CDs, and a strategy to generate income.
Listen NowThe psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
Listen NowA stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
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