Money Matters by Allworth Financial
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Putting scary market headlines under the microscope, calculating a hedge for inflation, and the journey of a man who sought out investment advice from a dozen firms.
60 hours 1 min; June 18, 2022
Why smart people make poor financial decisions, help with a rollover IRA, and is a dream retirement in Florida achievable?
52 mins; June 11, 2022
Perspective on market volatility, a question about life insurance, and an IRA that’s bleeding money
52 mins; June 04, 2022
The impact of good financial planning during turbulent times, COVID’s influence on a pension, and can we buy our dream home?
51 mins; May 28, 2022
The real reasons for inflation, a warning about 401(k) loans, and what a pig farmer can teach you about investing
51 mins; May 21, 2022
A perfect example of financial planning, and a house call to a man who “accidentally retired”
51 mins; May 14, 2022
Wall Street whiplash, concerns about bonds, and how a few extra years of work can really pay off
51 mins; May 07, 2022
Money markets, mortgages, marriage and more!
52 mins; April 30, 2022
Financial security, Roth conversions, and I’ve got stock - what should I do with it?
52 mins; April 23, 2022
Inflation, the wild real estate market, and honest conversations about taxes, investments, and retirement.
52 mins; April 16, 2022
A deep dive into the 401(k), and we said pay off your mortgage. Did he take the advice?
52 mins; April 09, 2022
Fighting inflation, a warning about an inheritance, and the man who blew all his money because he “thought” he was dying
52 mins; April 02, 2022
What financial security feels like, and when to access money you don’t need right now
52 mins; March 26, 2022
Big swings on Wall Street: a reality check
52 mins; March 19, 2022
Car prices, high-dividend stocks, and reallocating a risky portfolio.
52 mins; March 12, 2022
The impact of the war in Ukraine, life insurance, and recovering from numerous financial mistakes.
52 mins; March 05, 2022
Conflict in Ukraine: Remain Calm
61 hours 58 mins; February 26, 2022
”An 11 year old told me to invest in crypto.”
52 mins; February 19, 2022
“An 11 year old told me to invest in crypto.”
52 mins; February 19, 2022
A bullseye on target-date funds
52 mins; February 12, 2022
Stock market volatility, advice on buying rental property, and a lesson in cryptocurrency.
52 mins; February 05, 2022
Choosing between an IRA or state pension, investment alternatives, and the collapse of Peloton stock
52 mins; January 29, 2022
Market corrections, low-tax states for retirement, and living wills and trusts.
52 mins; January 22, 2022
The COVID resistant market, savings advice for late bloomers, and required minimum distributions.
52 mins; January 15, 2022
Family financial conversations, money from an inheritance, and an overview of SEPs.
52 mins; January 08, 2022
Financial resolutions for the New Year, debt management, and Indexed Universal Life
52 mins; January 01, 2022
This “best of” Money Matters includes calls about liquidating annuities, high mutual fund fees, and investment conflicts.
48 mins; December 25, 2021
Record inflation, building long-term wealth, and converting a term life insurance policy.
52 mins; December 18, 2021
Elusive financial confidence, taxation on life insurance, and liquidating a large annuity.
52 mins; December 11, 2021
The impact of omicron, pros and cons of inflation bonds, rental property, and excess debt.
52 mins; December 04, 2021
Start-ups, non-profits, 529s, and choosing between a 401(k) and a brokerage account.
52 mins; November 27, 2021
Rising home prices, the impact of inflation, and long-term care insurance.
52 mins; November 20, 2021
The Rivian electric vehicle IPO, retirement account distribution strategies, and the downside of universal life insurance policies.
52 mins; November 13, 2021
Overseas stock sales, delaying Social Security, and the ProShares Bitcoin Strategy ETF.
52 mins; November 06, 2021
Low interest rates, Tesla at $1 trillion, and a Trump SPAC
52 mins; October 30, 2021
Questions for a global minimum tax
52 mins; October 23, 2021
The shadow inflation problem
52 mins; October 16, 2021
The cheap debt conundrum
52 mins; October 09, 2021
Expect rising insurance costs
52 mins; October 02, 2021
Gold versus inflation
52 mins; September 25, 2021
Tax increases and your changing financial plans
52 mins; September 18, 2021
A new home with no proof of income.
52 mins; September 11, 2021
There’s no such thing as a “Free Lunch.”
52 mins; September 04, 2021
Annuities inside 401(k)s
52 mins; August 28, 2021
Planning for future tax changes.
52 mins; August 21, 2021
Rolling a truck through a loophole.
52 mins; August 14, 2021
A half-trillion-dollar wipeout
52 mins; August 07, 2021
Buy, borrow, die
52 mins; July 31, 2021
The 2% plummet
52 mins; July 24, 2021
Deciding when to sell an asset.
52 mins; July 17, 2021
Learning from your investment history
52 mins; July 10, 2021
The myth of “unleashing” home equity
52 mins; July 03, 2021
Quantitative easing and interest rates
52 mins; June 26, 2021
When the ducks quack...
52 mins; June 19, 2021
Taking care of your pets and your finances
52 mins; June 12, 2021
Vetting your financial advisor
52 mins; June 05, 2021
The best calls from recent programs
52 mins; May 29, 2021
Stock picking and coin flipping
48 mins; May 22, 2021
Volatility returns to the stock market
52 mins; May 15, 2021
Cryptocurrency and Greater Fools
52 mins; May 08, 2021
The challenge of tax planning.
52 mins; May 01, 2021
Retirement planning when life happens
52 mins; April 24, 2021
This too shall end.
52 mins; April 17, 2021
Ballooning national debt and the risk to retirees
52 mins; April 10, 2021
The allure of a risk-free retirement
52 mins; April 03, 2021
Could Tesla become a Blockbuster?
52 mins; March 27, 2021
The swings and fascinations of this year’s financial markets.
52 mins; March 20, 2021
The so-called relief bill
52 mins; March 13, 2021
Silicon Valley wages in rust belt towns.
52 mins; March 06, 2021
There is no silver bullet investment.
52 mins; February 27, 2021
The SPAC Boom
52 mins; February 20, 2021
The costs of free stock trading
52 mins; February 13, 2021
The right and wrong ways to refinance
52 mins; February 06, 2021
Mortgaging the future
52 mins; January 30, 2021
Lack of opportunity and disposable income
52 mins; January 23, 2021
Free money and no-interest mortgages
52 mins; January 16, 2021
You cannot time the market
52 mins; January 09, 2021
Big financial resolutions versus incremental changes
52 mins; January 02, 2021
The heartwarming calls from 2020
52 mins; December 26, 2020
Where Donor Advised Funds are helping.
52 mins; December 19, 2020
Why we’re donating $1 million to help foster children.
52 mins; December 12, 2020
When stock prices grow faster than earnings…
52 mins; December 05, 2020
A savings method that you may miss
52 mins; November 28, 2020
Financial advice from California to Guam
52 mins; November 21, 2020
Are you smarter than the market?
52 mins; November 14, 2020
Politics, your investments, and what really matters
52 mins; November 07, 2020
Ambient emotions and your financial decisions
52 mins; October 31, 2020
A Fool’s Game
52 mins; October 24, 2020
The early retirement “choice.”
52 mins; October 17, 2020
Is COVID-19 changing the way you think about money?
52 mins; October 10, 2020
Calls about the pandemic and possible new retirement goals
52 mins; October 03, 2020
Day traders, options, and a soaring stock market
52 mins; September 26, 2020
Are we in another dot-com bubble?
52 mins; September 19, 2020
Rising home prices and negotiable rents
52 mins; September 12, 2020
Clarity returns to the stock market
52 mins; September 05, 2020
Using your home’s equity
52 mins; August 29, 2020
Making sense of today’s stock market
52 mins; August 22, 2020
Is gold an investment or a commodity?
52 mins; August 15, 2020
Retirement planning for couples
60 hours 6 mins; August 08, 2020
Regaining your confidence about retirement
52 mins; August 01, 2020