Recent Podcasts from Admin


July 20, 2024 - Money Matters Podcast

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 Now

July 13, 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

July 6, 2024 - Money Matters Podcast

A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Listen Now

June 29, 2024 - Money Matters Podcast

Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

Listen Now

June 22, 2024 - Money Matters Podcast

Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

Listen Now

June 15, 2024 - Money Matters Podcast

The 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 Now

June 8, 2024 - Money Matters Podcast

The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors …

Listen Now

June 1, 2024 - Money Matters Podcast

The number one objective of financial planning, high-yield savings accounts vs. CDs, and a strategy to generate income.

Listen Now

May 25, 2024 - Money Matters Podcast

The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.

Listen Now

May 18, 2024 - Money Matters Podcast

A 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.

Listen Now