Recent Podcasts
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.
Listen NowThe risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors …
Listen NowThe number one objective of financial planning, high-yield savings accounts vs. CDs, and a strategy to generate income.
Listen NowThe psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance.
Listen NowA stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
Listen NowA crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social …
Listen NowTricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
Listen NowA condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
Listen NowA teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters …
Listen NowWhy some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the …
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