Recent Podcasts from Admin


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.

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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.

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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.

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May 11, 2024 - Money Matters Podcast

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social …

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May 4, 2024 - Money Matters Podcast

Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

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April 27, 2024 - Money Matters Podcast

A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.

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April 20, 2024 - Money Matters Podcast

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters …

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April 13, 2024 - Money Matters Podcast

Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the …

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April 6, 2024 - Money Matters Podcast

The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.

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March 30, 2024 - Money Matters Podcast

The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense …

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