Money Matters Podcast

The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense …

Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.

The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.

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.