Money Matters Podcast

Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two …

When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and …

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 …

A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much?

The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more.

The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors …

The number one objective of financial planning, high-yield savings accounts vs. CDs, and a strategy to generate income.

The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.