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

The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.