Money Matters Podcast


March 15, 2025 - Money Matters Podcast

A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey

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Recent Podcasts


June 15, 2024 - Money Matters Podcast

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.

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June 8, 2024 - Money Matters Podcast

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

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June 1, 2024 - Money Matters Podcast

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

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May 25, 2024 - Money Matters Podcast

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

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May 18, 2024 - Money Matters Podcast

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.

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May 11, 2024 - Money Matters Podcast

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

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May 4, 2024 - Money Matters Podcast

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

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April 27, 2024 - Money Matters Podcast

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

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April 20, 2024 - Money Matters Podcast

A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters …

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April 13, 2024 - Money Matters Podcast

Why 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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