Allworth Financial’s Money Matters

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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.

 

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

 

Download and rate our podcast here.

Rising home prices and negotiable rents

On this week’s Money Matters, Scott and Pat discuss real estate market trends and some concerning long-term economic risks.

Scott and Pat advise a man in Northern California, making $70,000 a year, about a potential Roth conversion. A caller who owes $150,000 on his mortgage asks if he should pay off the balance with money from his 401(k). A California woman asks if she should buy additional rental properties. Scott and Pat speak with a caller in Loveland, Colorado, earning $200,000 a year, and seeking to lower her taxable income. Finally, a golfer asks if a fixed annuity will help diversify his investments.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

Clarity returns to the stock market

On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.

Scott and Pat advise a caller considering the potential pitfalls of a no-cost, no-fee $300,000 loan. A recently widowed caller asks how she should handle a $200,000 windfall from selling a house. Finally, a military veteran, who saved $2.8 million, asks if he should pay off his mortgage early.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

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