On this week’s Money Matters, Scott and Pat discuss how options and online traders are boosting stock prices, and how that trend may end.
Scott and Pat advise a mother looking for more ways to save for her children’s future, while one son makes $30,000 a year selling Goldendoodle puppies. A caller asks if his mother should take her spousal benefit from Social Security while she is still working. A man holding international bonds yielding 5% per year asks if he should sell his investment. A caller who saved $1 million in a 403(b) asks if he should buy a rental property. Scott and Pat speak with a caller in Northern California looking for investments that provide safe retirement income. A caller asks if he should sell a universal life insurance policy he purchased in 1987. Finally, a caller asks if an annuity will help create the $7,000 he needs in monthly retirement income.
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On this week’s Money Matters, Scott and Pat discuss the Snowflake IPO, high valuations, and how to protect your retirement through the market’s ups-and-downs.
Scott and Pat advise a Santa Cruz caller looking to refinance his $1 million mortgage with some of the $2.7 million in his family’s savings. A conservative investor is inheriting $350,000 and asks how she should save. Finally, a 33-year-old mother with three properties asks if she should sell one of her rentals.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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On this week’s Money Matters, Scott and Pat discuss real estate market trends and some concerning long-term economic risks.
Scott and Pat advise a man in Northern California, making $70,000 a year, about a potential Roth conversion. A caller who owes $150,000 on his mortgage asks if he should pay off the balance with money from his 401(k). A California woman asks if she should buy additional rental properties. Scott and Pat speak with a caller in Loveland, Colorado, earning $200,000 a year, and seeking to lower her taxable income. Finally, a golfer asks if a fixed annuity will help diversify his investments.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
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On this week’s Money Matters, Scott and Pat explain how the recent stock market dip could benefit long-term investors. They also break down the essential differences between a financial advisor and a financial planner.
Scott and Pat advise a caller considering the potential pitfalls of a no-cost, no-fee $300,000 loan. A recently widowed caller asks how she should handle a $200,000 windfall from selling a house. Finally, a military veteran, who saved $2.8 million, asks if he should pay off his mortgage early.
Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.
Download and rate our podcast here.
