Money Matters Podcast


SPECIAL EPISODE - Money Matters Podcast

SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now

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Recent Podcasts


January 4, 2025 - Money Matters Podcast

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

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December 28, 2024 - Money Matters Podcast

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

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December 21, 2024 - Money Matters Podcast

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

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December 14, 2024 - Money Matters Podcast

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

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December 7, 2024 - Money Matters Podcast

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

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November 30, 2024 - Money Matters Podcast

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 …

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November 23, 2024 - Money Matters Podcast

Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

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November 16, 2024 - Money Matters Podcast

Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

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November 9, 2024 - Money Matters Podcast

The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

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November 2, 2024 - Money Matters Podcast

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

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