Episodes
Saturday May 29, 2021
The best calls from recent programs
Saturday May 29, 2021
Saturday May 29, 2021
On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.
Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday May 22, 2021
Stock picking and coin flipping
Saturday May 22, 2021
Saturday May 22, 2021
On this week's Money Matters, Scott and Pat discuss the key reasons why popular investment fund managers have trouble repeating stellar returns.
Scott and Pat advise an attorney in California with $430,000 in retirement savings about how he should invest for the long-term future. A caller who is retiring at the end of the month asks how he should handle a trust. Finally, a caller with a family income of $210,000 and $300,000 in savings asks if she can afford to retire at age 56.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday May 15, 2021
Volatility returns to the stock market
Saturday May 15, 2021
Saturday May 15, 2021
On this week's Money Matters, Scott and Pat discuss why they are concerned about the fact that more savers are pouring money into speculative investments, including cryptocurrencies and SPACs.
Scott and Pat advise a caller, with $1.5 million in savings, on the practicality of retiring in his 50’s. A public employee asks how she should take her pension. A retired caller wants to know why her financial advisor is choosing her allocations based on a Monte Carlo simulation. Finally, a father of two asks if he should continue to save in his children’s 529 plan, worth $83,000.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday May 08, 2021
Cryptocurrency and Greater Fools
Saturday May 08, 2021
Saturday May 08, 2021
On this week's Money Matters, Scott and Pat discuss Dogecoin’s mind-boggling rise and why the increased speculation on cryptocurrencies parallels the dot-com boom.
Scott and Pat advise a retired caller who wants to know if selling stocks will affect her Medicare premiums. A caller with $930,000 saved for retirement asks if she should do a Roth conversion. A man with a $72,000 mortgage wants to know if he should pay down the balance early. A retired firefighter with $5.2 million in savings asks if he can afford a $1 million Miami condo. Finally, two callers at the start of their careers want to know how they should save for retirement.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday May 01, 2021
The challenge of tax planning.
Saturday May 01, 2021
Saturday May 01, 2021
On this week's Money Matters, Scott and Pat discuss who should prepare for future tax changes before interviewing Andy Stout, a CFA and the CIO of Allworth Financial, about SPACs, inflation, and the challenge of following a disciplined investment strategy in a bull market.
Scott and Pat advise a caller who wants to put 10% of his investment portfolio into gold and silver. A caller with three rentals asks how he can lower his capital gains taxes if he sells a property. A man with a family income of $160,000 asks if he should make a Roth conversion. An investor in his 30’s asks how to save for retirement independently. Finally, a caller asks how he can find out how much he’s paying in investment fees.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.