Money Matters Podcast

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.

A 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.

A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social …

Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.

A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.