Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.

The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your …

Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two …

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 …

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 …

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

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

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

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.