Money Matters Podcast


October 25, 2025 - Money Matters Podcast

AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth

Listen Now

Recent Podcasts


September 30, 2023 - Money Matters Podcast

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

Listen Now

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.

Listen Now

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.

Listen Now

September 9, 2023 - Money Matters Podcast

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

Listen Now

September 2, 2023 - Money Matters Podcast

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

Listen Now

August 26, 2023 - Money Matters Podcast

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

Listen Now

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 …

Listen Now

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.

Listen Now

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.

Listen Now

July 29, 2023 - Money Matters Podcast

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

Listen Now