Allworth Financial’s Money Matters

Allworth Financial’s Money Matters header image 1

Could Tesla become a Blockbuster?

On this week's Money Matters, Scott and Pat discuss the long-term problems with “momentum investing,” and why Blockbuster is a good illustration of the potential downfall of today’s hot stocks.

Scott and Pat advise a caller, who owes $550,000 on his mortgages, about whether he should convert his primary residence into a rental. A caller with $760,000 in his 401(k) asks if he can create a $100,000 fund for home renovations and vacations. Scott and Pat speak with a hospital employee, with a family income of $240,000, who wants to save on future tax bills. A man asks if his wife should take Social Security at age 62. Finally, a Minnesota caller asks if a gold-backed debit card could help protect his savings.

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

Download and rate our podcast here.

The swings and fascinations of this year’s financial markets.

On this week’s Money Matters, Scott and Pat discuss new investment schemes and shiny object scams that are good for TV ratings but will likely end poorly for most investors.  

Scott and Pat advise a caller about how to invest the equity proceeds from a company sale. A man asks if selling his mutual funds to buy exchange-traded funds (ETFs) makes sense from a tax perspective. A long-time listener wonders whether she should pay off the remaining portion of her home loan or refinance. A 73-year-old woman wants to know if she should migrate her two mutual funds to broaden her portfolio. A 55 year-old-man man just sold a townhouse in Silicon Valley and wants to invest $1.2 million in proceeds.

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

Download and rate our podcast here.

The so-called relief bill

On this week's Money Matters, Scott and Pat discuss the potential long-term consequences of the $1.9 trillion stimulus package.

Scott and Pat advise a caller on how to invest the proceeds from a maturing CD. A 32-year-old woman, who makes $90,000 a year, wants to retire early, and asks if she should prioritize investing in a 401(k) or a brokerage account. A man wants to know if he can use $100,000 from his 401(k) to buy a condo in Thailand. A new grandmother asks how she can invest for her grandkids.

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

Download and rate our podcast here.

Silicon Valley wages in rust belt towns.

On this week's Money Matters, Scott and Pat discuss why more cities are paying remote workers to relocate.

 

Scott and Pat advise a Colorado man with $620,000 in savings who wants to know if he should use a reverse mortgage to buy a home. A caller netted $500,000 from a property sale and asks if he should use the money to pay down his mortgage. A San Diego caller in her 20s who makes $94,000 a year wants to know if she should save to buy a home. Scott and Pat then speak with a man who wonders if he needs a fee-based financial advisor. Finally, a caller asks when the next market crash will occur.

 

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

 

Download and rate our podcast here.

Podbean App

Play this podcast on Podbean App