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Money Matters by Allworth Financial
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A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy.
52 mins; May 18, 2024
A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security.
45 mins; May 11, 2024
Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances.
43 mins; May 04, 2024
A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock.
52 mins; April 27, 2024
A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough.
52 mins; April 20, 2024
Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time.
43 mins; April 13, 2024
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams.
52 mins; April 06, 2024
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing.
52 mins; March 30, 2024
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds.
52 mins; March 23, 2024
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans.
43 mins; March 16, 2024
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved.
52 mins; March 09, 2024
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.
44 mins; March 02, 2024
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
45 mins; February 24, 2024
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
52 mins; February 17, 2024
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
52 mins; February 10, 2024
The current state of the economy, a defined contribution plan question, the beauty of a solo 401(k), and when taking Social Security isn’t so simple.
52 mins; February 03, 2024
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
46 mins; January 27, 2024
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
51 mins; January 20, 2024
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
59 mins; January 13, 2024
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
57 mins; January 06, 2024
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
52 mins; December 30, 2023
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
51 mins; December 23, 2023
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
52 mins; December 16, 2023
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
52 mins; December 09, 2023
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
44 mins; December 02, 2023
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
52 mins; November 25, 2023
Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.
51 mins; November 18, 2023
How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.
53 mins; November 11, 2023
The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.
52 mins; November 04, 2023
The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.
45 mins; October 28, 2023
Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and more.
56 mins; October 21, 2023
Why the fundamentals of investing are critical right now, a question about an old 401(k), a retirement account dilemma, and more.
44 mins; October 14, 2023
Why investors need a sounding board, plus questions about life insurance, bond accounts, and Roth conversions.
44 mins; October 07, 2023
Lessons on long-term care, bonds, retirement income, home sale proceeds, and more.
52 mins; September 30, 2023
A deluge of empty buildings, where to invest home sale proceeds, and the importance of embracing your future self.
52 mins; September 23, 2023
Where the key to financial independence lies, plus questions about life insurance, long-term care policies, a Roth 403(b), and state taxes.
43 mins; September 16, 2023
A Roth conversion question, where to invest CD proceeds, and cleaning up an unorganized financial mess.
46 mins; September 09, 2023
Why retirees return to work, the current state of the economy, and a mortgage payment puzzle.
52 mins; September 02, 2023
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
52 mins; August 26, 2023
Why it’s time to review your insurance policies, questions about real estate investments and RMDs, and a guide to financial planning during turbulent times.
51 mins; August 19, 2023
The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.
52 mins; August 12, 2023
The secret to success in investing, a call for help with a marital dispute, and advice on a long-term care policy.
52 mins; August 05, 2023
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
52 mins; July 29, 2023
Why some shouldn’t make extra mortgage payments, a question about a 529 plan, and how much Apple stock did you say you have?
45 mins; July 22, 2023
Why age shouldn’t determine stock allocation, questions about taxes and life insurance, and the vacation home that became an inheritance nightmare.
52 mins; July 15, 2023
The joy of financial planning, the income tax hitting good savers, and the danger of owning individual stocks.
46 mins; July 08, 2023
The danger of timing a recession, a retirement withdrawal strategy, and a deep dive into the world of wealth taxes.
43 mins; July 01, 2023
Zombie mortgages explained, indexed annuities discouraged, and Medicare costs dissected.
52 mins; June 24, 2023
Why most investors underperform the market, where to put home sale proceeds, and finding a place for 401(k) funds in retirement.
44 mins; June 17, 2023
The cost of money, how to pivot when investments are locked up, and an unexpected response to a Roth conversion question.
52 mins; June 10, 2023
When investing in cash is the wrong move, plus questions about investment strategy, long-term care insurance, and Roth conversions.
52 mins; June 03, 2023
Debt ceiling drama, the downside of investing in real estate, and when a portfolio is NOT too aggressive.
52 mins; May 27, 2023
A risky way to invest, a student loan concern, a question about dividend stocks, and how to identify a wealth manager with a conflict of interest.
52 mins; May 20, 2023
The fight against inflation, a debt ceiling showdown, and your questions answered.
52 mins; May 13, 2023
The true value of a financial plan, where money should come from to help a loved one, and why tax time should be all the time.
52 mins; May 06, 2023
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
52 mins; April 29, 2023
The monster U.S. budget deficit, a marital conflict over a dream home, and investor biases explained.
52 mins; April 22, 2023
Social media and the collapse of SVB, the role of diversification, and popular-but-volatile REITs.
43 mins; April 15, 2023
When bad actors scam good people, the search for a late father’s assets, and the four components that create financial peace of mind.
52 mins; April 08, 2023
The consequences of banking industry troubles, why it’s taking so long to lower inflation, and when should you sell stock that’s almost worthless?
37 mins; April 01, 2023
A deep dive into banking industry turmoil, a caller worried about market volatility, and why some should take Social Security ASAP.
52 mins; March 25, 2023
SPECIAL EPISODE: Banks bite the dust, a question about renting versus buying a home, and why smart people are making poor financial decisions right now.
61 hours 5 mins; March 18, 2023
A big change in consumer behavior, when $5 million is enough, the crypto collapse, and properly timing Social Security
52 mins; March 11, 2023
When so much stock is too much stock, the danger of chasing dividends, and when to start withdrawing from a retirement account.
52 mins; March 04, 2023
The cost of fear and greed, a question about Roth conversions, and an estate plan dilemma.
52 mins; February 25, 2023
The government’s response to the crypto crisis, where to invest $75,000, and advice on buying a home.
44 mins; February 18, 2023
The future of Social Security, Roth conversions, and managing money during a job change.
55 mins; February 11, 2023
The war against inflation, a question about investment property, and whether now is the time to pay extra toward a mortgage.
52 mins; February 04, 2023
An IRA dilemma, a question about taxes, and why not all recessions are the same.
51 mins; January 28, 2023
How the fundamentals of investing will serve you well in 2023.
46 mins; January 21, 2023
The problem with predictions, mortgage, stock, and pension questions, and financial planning goals for 2023.
52 mins; January 14, 2023
Optimism for worried investors, the amount of umbrella insurance you need, and where to invest the proceeds from a home sale.
52 mins; January 07, 2023
Looking back at 2022 and preparing you for 2023 and beyond.
25 mins; December 31, 2022
The most entertaining and informative calls of 2022.
52 mins; December 24, 2022
The FTX fiasco, the risk of a recession, and are you a candidate for a Roth conversion?
52 mins; December 17, 2022
The challenges of investing, the pros and cons of REIT’s, and is universal life insurance worth it?
52 mins; December 10, 2022
Is the classic 60-40 portfolio model dead?
52 mins; December 03, 2022
Why some should spend down their savings, advice on dividend stocks, and overcoming the fear of financial planning.
52 mins; November 26, 2022
The crypto crisis, the impact of interest rates on pensions, and where to allocate an inherited IRA.
52 mins; November 19, 2022
Rebalancing your portfolio, questions about Social Security, and where to allocate income.
44 mins; November 12, 2022
The best way to steer yourself through market volatility, plus lessons on inheritances, dividends, divorce, annuities, and estate planning.
45 mins; November 05, 2022
Why some should retire right now, advice on investing aggressively, and what to check on before hiring a financial advisor.
56 mins; October 29, 2022
The downfall of timing the stock market, when to use the power of the Roth IRA, and pay off that mortgage!
43 mins; October 22, 2022
Coping with financial pain, a question about investing in growth stocks, and when some should take Social Security.
52 mins; October 15, 2022
The Fed’s so-called “soft landing”, the truth about gold, sucking equity from a home, and the power of a diversified portfolio.
51 mins; October 08, 2022
The consequences of poor financial planning, how to handle RMD’s when markets are down, and should I use my 401(k) to pay off my mortgage?
51 mins; October 01, 2022
Minimizing risk while staying in the market, the consequences of fad investing, and what NOT to do during this volatile time.
48 mins; September 24, 2022
The impact of the poor inflation report, why some should take Social Security as soon as possible, and what a difference a year makes in the crypto world.
52 mins; September 17, 2022
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.
52 mins; September 10, 2022
Navigating market volatility, minimizing capital gains taxes, allocating investments, and whether to tap home equity.
52 mins; September 03, 2022
A caller with $146,000 in student loan debt, a discussion about the cost basis for investments, and the pros and cons of target date funds.
52 mins; August 27, 2022
Roth versus Traditional IRAs, investment fads, and special guest Hal Hershfield, an award-winning UCLA behavioral psychologist.
52 mins; August 20, 2022
Advice on life insurance, an in-depth discussion about Social Security, and do bear and bull markets matter?
52 mins; August 13, 2022
Risk tolerance, advice on life insurance, and why tax time should be all the time
51 mins; August 06, 2022
The best 403(b) providers, advice on buying a second home, and why a robo-advisor is a no-no.
52 mins; July 30, 2022
How to react to financial news, advice on dividend stocks, and guidance on a pension payout.
52 mins; July 23, 2022
A lesson on bonds, when to do Roth conversions before taking Social Security, and the importance of ignoring the noise.
52 mins; July 16, 2022
When insurance is crucial, the beauty of the backdoor Roth, and separating retirement fact from fiction.
50 mins; July 09, 2022
When a down market is healthy, and why the answer to the most common question about retirement is a complicated one.
52 mins; July 02, 2022
Extracting the bull from bear markets, the risk of taking money from a Roth IRA, and how to find the right financial advisor.
52 mins; June 25, 2022
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