Money Matters Podcast

401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.

IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

2025 stock myths, tax hacks, crash fears, and retirement strategies.

The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.

The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?

Roth conversions, tariff talk, portfolio diversification strategies, and Scott and Pat’s favorite call of the year.

Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.

A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.

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 …