Episodes
Saturday Jun 26, 2021
Quantitative easing and interest rates
Saturday Jun 26, 2021
Saturday Jun 26, 2021
On this week’s Money Matters, Scott and Pat revisit some of the best calls from the year before moving on to discuss the long-term impact of the Federal Reserve’s quantitative easing program.
Scott and Pat advise a 401(k) saver who is considering reducing her investment risk because of high stock valuations. A soon-to-be retiree asks if she should cancel her life insurance policy. A caller asks if he can afford a condo in Thailand. Scott and Pat advise a caller with $760,000 in retirement savings about how to pay home improvement expenses. A military service member wants to know if she should purchase four years of airtime on her pension. Finally, Scott and Pat speak with a caller who put the home of his 103-year-old mother-in-law in his name and wants to know if he’s on the hook for capital gains.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Jun 19, 2021
When the ducks quack...
Saturday Jun 19, 2021
Saturday Jun 19, 2021
On this week’s Money Matters, Scott and Pat discuss the fundamental problems with cryptocurrencies, and Special Purpose Acquisition Companies, and why speculators continue to rush toward them.
Scott and Pat advise a father who is considering giving a home worth $295,000 to one of his three daughters. A caller with $900,000 in savings asks if he can afford to retire. A parent saved $60,000 in his daughter’s UTMA account and asks how she should take the money out in a tax-efficient manner. A retiring baker asks how he should go about selling his small business. Finally, Scott and Pat advise a federal government employee, with $900,000 in a TSP, about where else she can save.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Jun 12, 2021
Taking care of your pets and your finances
Saturday Jun 12, 2021
Saturday Jun 12, 2021
On this week’s Money Matters, Scott and Pat discuss why people actually have an easier time taking advice about their pets than for themselves.
Scott and Pat advise a caller who wants to know how she should handle a $2 million inheritance. A great saver asks if he should put his marginal dollars toward investing or paying down his law school debt. A government employee who saved $500,000 in a 457 plan asks if he should transfer his savings into an annuity. A caller asks how to handle an estimated $70,000 from a property sale. Finally, Scott and Pat advise a caller about what to do with a cash balance pension account.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
Saturday Jun 05, 2021
Vetting your financial advisor
Saturday Jun 05, 2021
Saturday Jun 05, 2021
On this week’s Money Matters, Scott and Pat discuss how clients can research their financial advisor’s background and why it’s so important.
Scott and Pat advise a fiscally conservative retiree, with $1.4 million in savings and 8 percent in equities, about his long-term investments. A caller asks how she should invest the money in her Health Savings Account. An employee for the State of California asks how she should collect her pension. Finally, a man who “accidentally retired” at age 45 asks if he can live comfortably with $2.4 million in savings.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.