Money Matters Podcast

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

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

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

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 …

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

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

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

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

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Money Matters: Tax efficient investing strategies and maximizing portfolio growth.