Episodes
Saturday Jun 27, 2020
The diversified disciplined investment strategy wins again.
Saturday Jun 27, 2020
Saturday Jun 27, 2020
On this week’s Money Matters, Scott and Pat discuss the value of a diversified and disciplined approach to investment planning and the potential impact of various pandemic relief programs on the economy.
Scott and Pat advise a collegebound caller on whether to purchase a home or wait. A woman asks about an unexpected phone bill that’s 12 years past due and how to handle a third-party debt collection agency. Scott and Pat discuss the pandemic relief programs and the latest public sentiment around organizations who’ve taken advantage of the Paycheck Protection Program. A caller wonders if it would be wise to pay off his mortgage by using his 401(k). Scott and Pat discuss the misconception of investment planning and answer a caller’s question about protecting clients’ “nest eggs” during down markets by expanding the conversation to the key elements of solid financial planning philosophy.
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