Money Matters Podcast

Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.

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

Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent …

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

The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.

The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.

Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?

Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.

The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.

The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.