Recent Podcasts from Admin
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
Listen NowBridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
Listen Now2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
Listen NowAfter-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
Listen NowThe red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
Listen NowThe strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
Listen NowTwo times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
Listen NowHow investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
Listen NowThe four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
Listen NowThe qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
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