Money Matters Podcast


May 10, 2025 - Money Matters Podcast

April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

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Recent Podcasts


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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July 15, 2023 - Money Matters Podcast

Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

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July 8, 2023 - Money Matters Podcast

The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

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July 1, 2023 - Money Matters Podcast

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.

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June 24, 2023 - Money Matters Podcast

Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.

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