On this week’s Money Matters, Scott and Pat discuss how long-term investors can invest during this unusual inflationary environment.
Scott and Pat advise a caller with $1.2 million in retirement savings about becoming a more passive investor. A caller with an income of $114,000 asks if he should take Social Security early. A bicycle racer asks how he can fund his hobby in retirement. Scott and Pat speak with a woman in California who is concerned what will happen to her bond investments if interest rates rise. Finally, a father in Virginia asks how he can prepare for a future financial collapse.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
On this week’s Money Matters, Scott and Pat discuss the potential implications of a global minimum tax.
Scott and Pat advise a caller looking for a check-up on his plan to move to Portugal during retirement. A caller asks how her stock options will be impacted when her company goes public. Scott and Pat speak with a woman looking to invest the money in her revocable trust. A Michigan man with a family income of $250,000 a year asks if he’s on track to retire early. Finally, a retired caller with a $1 million inheritance asks how she should invest the money.
Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
On this week’s Money Matters, Scott and Pat discuss the surprising reasons why inflation is higher than the news indicates.
Scott and Pat advise a new father making $300,000 a year about saving for his child’s future. A Massachusetts caller asks how to develop a more thoughtful Roth conversion strategy for his $1.8 million in retirement savings. A federal employee with $1.2 million in a Thrift Savings Plan asks if he can afford to retire comfortably. A California caller asks if he should pay down his $115,000 mortgage balance with his 401(k). Finally, Scott and Pat advise a saver about how he should handle his multiple life insurance policies.
Ask a question by calling 1-833-999-6784 or email Scott and Pat at questions@moneymatters.com.
On this week’s Money Matters, Scott and Pat explain how low interest rates impact equities, the housing market, and the strange investment trends of 2021.
Scott and Pat advise a father in Kansas City about how he can leave his $4 million IRA to his children in a tax-smart way. A caller with $800,000 in her 401(k) asks how she should pay for her vacations during retirement.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
On this week’s Money Matters, Scott and Pat discuss the two key reasons they expect insurance costs to rise.
Scott and Pat advise a New Jersey woman about handling $100,000 in a union retirement savings plan. A West Virginia man asks if he should invest $600,000 with a financial advisor who picks stocks. Finally, a caller planning to sell a house for $1.5 million asks what tax-write offs he should include in the sale.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
