Money Matters Podcast

Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.

The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.

A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.

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

The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.

A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.

Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.

The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.

A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.