Episodes
Saturday Jan 29, 2022
Saturday Jan 29, 2022
On this week’s Money Matters, Scott and Pat begin the show by answering a question about the tax implications of choosing between a state pension and an IRA. They then answer a question from a Southern California man who wants advice on investment alternatives. The two then discuss the fall of exercise bike Peloton’s stock. Finally, a caller wants to know the specifics of a Roth conversion.
Saturday Jan 22, 2022
Market corrections, low-tax states for retirement, and living wills and trusts.
Saturday Jan 22, 2022
Saturday Jan 22, 2022
On this week’s Money Matters, Scott and Pat begin the show by discussing market corrections before taking a call from a great saver about investing in a backdoor Roth and then moving to a low-income tax state. A caller asks whether dividend stocks are a good investment. A 60-year-old caller wants to know the approximate tax burden on her Tesla and Apple stock? Lastly, a couple wants information on beneficiaries and revocable living trusts.
Saturday Jan 15, 2022
Saturday Jan 15, 2022
On this week’s Money Matters, Scott and Pat begin the show by discussing the seemingly COVID-resistant stock market. A married caller with high income and no savings wants to know how she can make up ground. A 71-year-old caller wants information on required minimum distributions. Next, a 61-year-old with five separate retirement savings accounts wants to know which vehicle he should tap first. Lastly, a caller wants to know if he should sell his losing stocks.
Saturday Jan 08, 2022
Family financial conversations, money from an inheritance, and an overview of SEPs.
Saturday Jan 08, 2022
Saturday Jan 08, 2022
On this week’s Money Matters, Scott and Pat begin the show by discussing some recent conversations they’ve had with their own families about money. A caller recently lost both her parents and wants advice on what to do with the $400,000 inheritance. A self-employed caller wants information on SEPs. A savvy California investor wants to know if her stock allocation is age appropriate.
Saturday Jan 01, 2022
Financial resolutions for the New Year, debt management, and Indexed Universal Life
Saturday Jan 01, 2022
Saturday Jan 01, 2022
On this New Year’s 2022 edition of Money Matters, Scott and Pat discuss keeping financial resolutions, before advising a caller who is curious about indexed universal life insurance. A Michigan caller wants to know about the feasibility of leasing part of his land to an energy company. Finally, a caller with a net worth of $2.2 million, which she mostly keeps in cash, wants to know if she should invest in the stock market.