Recent Podcasts from Admin


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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August 11, 2023 - Money Matters Podcast

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

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August 5, 2023 - Money Matters Podcast

The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

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July 29, 2023 - Money Matters Podcast

The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

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July 22, 2023 - Money Matters Podcast

Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

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