Money Matters Podcast

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.

Scott and Pat tackle questions about college costs, financial gifts, and estate planning.

Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.