Money Matters Podcast
The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.
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Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
Listen NowA 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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