Recent Podcasts
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense …
Listen NowFinancial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
Listen NowThe Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
Listen NowSocial Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
Listen NowThe AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
Listen NowA lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
Listen NowA Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
Listen NowA 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
Listen NowThe 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.
Listen NowA Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
Listen Now