Recent Podcasts from Admin


August 10, 2024 - Money Matters Podcast

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

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August 3, 2024 - Money Matters Podcast

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

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July 27, 2024 - Money Matters Podcast

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 …

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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 …

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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 …

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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!”

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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?

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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?

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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.

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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 …

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