Recent Podcasts from Admin


October 21, 2023 - Money Matters Podcast

Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and …

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October 14, 2023 - Money Matters Podcast

Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.

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October 7, 2023 - Money Matters Podcast

Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.

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September 30, 2023 - Money Matters Podcast

Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.

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September 23, 2023 - Money Matters Podcast

A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.

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September 16, 2023 - Money Matters Podcast

Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.

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September 9, 2023 - Money Matters Podcast

A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.

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September 2, 2023 - Money Matters Podcast

Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

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August 26, 2023 - Money Matters Podcast

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

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August 19, 2023 - Money Matters Podcast

Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent …

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