Money Matters Podcast
Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.
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A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
Listen NowRoth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
Listen NowAdvice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
Listen NowRisk tolerance, advice on life insurance, and why tax time should be all the time.
Listen NowA deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice? On this week’s Money Matters, Scott and Pat discuss the …
Listen NowWhat financial security feels like, and when to access money you don’t need right now.
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