September 19, 2020 Money Matters Podcast

Snowflake’s interesting IPO. 3:40
Retiring through market cycles. 9:37
How should I refinance my $1 million mortgage? 11:41
What should I do with the money from an inheritance? 29:32
Should I sell my rental property? 45:23

Are we in another dot-com bubble?

On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.

Scott and Pat advise a Santa Cruz caller looking to refinance his $1 million mortgage with some of the $2.7 million in his family’s savings. A conservative investor is inheriting $350,000 and asks how she should save. Finally, a 33-year-old mother with three properties asks if she should sell one of her rentals.

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^✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

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