Money Matters by Allworth Financial

How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance

02 May 2026

Contributed by Lukas

If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ultimate...

Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning

25 Apr 2026

Contributed by Lukas

This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximize efficie...

Concentrated Stock Positions: How to Avoid Big Taxes

18 Apr 2026

Contributed by Lukas

How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allworth adviso...

Can I Retire With $5 Million? Planning the Next Chapter

11 Apr 2026

Contributed by Lukas

For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pat out th...

Tax Strategies for Larger Portfolios: Direct Indexing, Estate Planning & What to Avoid

04 Apr 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat react to a listener being pitched a complex direct indexing strategy using margin, while another wrest...

Roth Conversion Strategy, Tax Planning and Wealth Transfer for High Net Worth Investors

28 Mar 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat take calls from high-income listeners facing real financial crossroads—from deciding whether to retu...

Smart Tax Strategies for High Net Worth Investors

21 Mar 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat break down real-world tax strategies for high net worth investors dealing with multi-million dollar IR...

Roth Conversion & Direct Indexing Strategies

14 Mar 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage fut...

Smart Tax Diversification & Roth Conversions

07 Mar 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat unpack why tax diversification is one of the most overlooked strategies in retirement planning. From a...

Roth vs. 401(k), HSA Withdrawal Strategy & Pension Rollover Advice for $2M–$10M Portfolios

28 Feb 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat walk through smart decisions around Roth vs. pre-tax savings, pension lump sums, and when it actually ...

Big Financial Decisions: Pensions, Tax Strategy and Leaving Money to Heirs

21 Feb 2026

Contributed by Lukas

Taxes can quietly shape some of the biggest financial decisions you’ll ever make — from choosing how to take a pension to deciding how to leave mo...

A Common Tax Mistake Wealthy Investors Overlook

14 Feb 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very differ...

When Roth Conversions Make Sense—and When They Don’t (Plus IRMAA Traps to Avoid)

07 Feb 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don’t, and how tax...

401(k) Roth Rule Change + Balancing Pensions and Roth IRAs

31 Jan 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contribu...

Roth Conversions, Annuities, and Smart Tax Moves for Million-Dollar Portfolios

24 Jan 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Rot...

Money Strategy, Roth Questions, Tax Brackets, and Solving a 35 Investment Account Mess

17 Jan 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when t...

$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families

10 Jan 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks guidance o...

Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios

03 Jan 2026

Contributed by Lukas

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listene...

Tax-Savvy Income Strategies, Stock Gains Without Selling, and Insurance Insights

27 Dec 2025

Contributed by Lukas

In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions that could save you thousands. They cover key tax-savvy...

Roth IRA Strategy, High-Net-Worth Moves, and Building Wealth with $6M+

20 Dec 2025

Contributed by Lukas

What would you do with over $6 million? In this episode of Allworth’s Money Matters, Scott and Pat take a call from a couple in their early 60s with...

Making the Most of Roth Conversions, Donor-Advised Funds, and Bond Funds

13 Dec 2025

Contributed by Lukas

In this episode of Money Matters, Scott and Pat explore three of the most underappreciated but powerful financial planning tools: Roth conversions, do...

Financial Planning Strategies for Freedom, Flexibility, and Smarter Investing

06 Dec 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat help a caller streamline her financial life by consolidating accounts — discussing key differences bet...

Selling Smart, Building Wealth: Business Exit Strategy, Tax Moves & Real-Life Financial Wins

29 Nov 2025

Contributed by Lukas

In this packed episode of Money Matters, Scott and Pat talk with Simone Devenny, Allworth’s Head of Private Wealth Strategies, about smart planning ...

High-Net-Worth Playbook: Portfolio Rebalancing, Executive Stock Strategies & Estate Planning Wins

22 Nov 2025

Contributed by Lukas

In this value-packed episode of Allworth’s Money Matters, Scott and Pat unpack key financial strategies for high-net-worth investors navigating toda...

Managing Millions: Helping Your Kids Financially and Using Charitable Trusts to Boost Retirement

15 Nov 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 mil...

The Magnificent Seven’s Market Risk, Early Retirement Planning, Roth vs. 401(k), and Portfolio Strategy

08 Nov 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just...

Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves

01 Nov 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down ...

AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth

25 Oct 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They...

Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results

18 Oct 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and re...

Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions

11 Oct 2025

Contributed by Lukas

Markets look strong—but are they too perfect? On this week’s Money Matters, Scott and Pat explore how to stress test your financial plan so it can...

Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement

04 Oct 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters mor...

AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions

27 Sep 2025

Contributed by Lukas

Is the AI boom driving markets too far, too fast? On this week’s Money Matters, Scott and Pat debate whether stock prices can keep up with earnings...

BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management

24 Sep 2025

Contributed by Lukas

Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and ...

Tax-Efficient Investing, Retirement Choices, and Market Shifts

20 Sep 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why cha...

Choosing the Right Financial Advisor: Retirement, Social Security, and Your Family’s Future

13 Sep 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much ...

Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind

06 Sep 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can lea...

Taxes, Direct Indexing in Real Life, and Pensions: Smarter Strategies for Retirement Wealth

30 Aug 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilitie...

Taxes, Direct Indexing, and Concentrated Stock Diversification Strategies for Smarter Wealth Planning

23 Aug 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the ep...

Smart Retirement Planning Strategies: Roth Conversions, Social Security Timing, and Income Gaps Explained

16 Aug 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should hear. One ...

Bitcoin Business Pivots, Millionaire Anxiety, New 529 Rules, and Insurance Pitfalls

09 Aug 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explore one of the summer’s hottest—and most questionable—investment trends: small companies pivot...

Estate Planning, Investment Strategies & Retirement Timing: Your Money Questions Answered

02 Aug 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat break down headlines shaping your money—from housing gridlock and interest rate anxiety to the risks o...

Millionaires and Roth Conversions, Midlife Money Moves, and Private 401(k) Investments

26 Jul 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat tackle real-life financial questions from listeners across the country. From a 74-year-old millionaire n...

Values-Based Investing, Retirement Risks, and the $10 Million Exit Strategy

19 Jul 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat look into “anti-woke” investment funds and explain why creating your own index might be smarter than...

Early Career Savings, Midlife Maximization, and the Impact of Tariffs

12 Jul 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retirement ...

Bitcoin at 60? Bold Moves, Roth Rules, and the Wild World of ETFs

05 Jul 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood f...

Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp

28 Jun 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs a...

Rethinking Retirement, Maximizing Wealth, and Avoiding Costly Financial Mistakes

21 Jun 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—fr...

Bear Market Blunders, Long-Term Care Decisions, and How AI Could Reshape Your Financial Future

14 Jun 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—...

Gold Hype, Insurance Myths & Tax-Smart Moves for Retirement

07 Jun 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco’s in on it). They bre...

Bonds, Private Credit, Volatile Markets, Retirement Tips, and a Powerful Comeback Story

31 May 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of...

401(k) Catch-Up Contributions, Inherited IRA Rules, Annuity Strategies, and Roth Conversion Tips

24 May 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really ...

Trustee Mistakes, Real Estate Math, Crypto Moves, and Tax-Savvy Giving

17 May 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break...

April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

10 May 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategi...

Tax-Loss Harvesting, Smart Business Sale Planning, Direct Indexing, and Lump-Sum Strategies

03 May 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they’re joined by Simone Deve...

A Couple’s Investment Dispute, Market Risks from AI and Politics, and the Caller Who Wants to Retire Early

25 Apr 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial dec...

Avoiding Pension Mistakes, Finding Lost Retirement Money, and SPAC Investment Dangers

19 Apr 2025

Contributed by Lukas

On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp...

Volatility, Opportunity, and Strategy: Guiding Investors Through Uncertainty

12 Apr 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implic...

Tariffs and Your Portfolio, Unwinding Concentrated Stock, and Knowing When You Can Retire

05 Apr 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat address concerns about the impact of tariffs on the stock market and offer advice on staying calm. Then,...

Managing Inheritances, RMD & Roth Conversion Strategies, and Small Financial Adjustments for Big Future Gains

29 Mar 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managin...

Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions

22 Mar 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat examine the complexities of financial planning during uncertain market conditions. Then, they take calls...

A Lake House Investment Dilemma, a College Savings Oversight, and a Complex Estate Planning Journey

15 Mar 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat guide a multi-millionaire through the decision of whether a lake house makes sense as an investment. The...

Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies

08 Mar 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat break down the latest global market dynamics - tariffs, inflation, and their impact on your investments....

SPECIAL EPISODE: Market Volatility Update - What Investors Need to Know Now

08 Mar 2025

Contributed by Lukas

On this SPECIAL EPISODE of Money Matters, Scott sits down with Allworth’s Chief Investment Officer Andy Stout to break down the latest market volati...

Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

01 Mar 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss recent reports of increased bearish sentiment in the market, reaching levels not seen in over a ...

The impact of politics and taxes on your IRA and 401(k), why wealth goes beyond money, and the 4 pillars of a successful financial life.

22 Feb 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat address common fears about IRAs and 401(k)s amidst the changing political landscape. They also discuss t...

Tax-efficient investing, smart pension decisions, direct indexing strategies, and costly financial mistakes.

15 Feb 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisi...

Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.

08 Feb 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strat...

401(k) catch-up contributions, inherited IRAs, annuity tricks, and a Roth conversion strategy.

01 Feb 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really ...

IRS rules that complicate generosity, how to extend retirement savings, the cost of improper tax planning, and more.

25 Jan 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss whether the stock market is overpriced. Then, they address real-life questions from listeners, i...

Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

18 Jan 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and th...

2025 stock myths, tax hacks, crash fears, and retirement strategies.

11 Jan 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explore the importance of understanding market cycles, making smart allocation decisions, and avoiding t...

The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.

04 Jan 2025

Contributed by Lukas

On this week’s Money Matters, Scott and Pat delve into essential financial discussions to kickstart your new year. They cover a range of topics, inc...

The four pillars of retirement, an examination of the backdoor Roth IRA, and are stocks overvalued?

28 Dec 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat interact with callers seeking advice on everything from pension plans to Roth IRAs. Plus, they have enga...

Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.

21 Dec 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendab...

Family dynamics, inheritance, life insurance needs, 401(k) updates, and debanking.

14 Dec 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss how to navigate complex financial situations, such as helping family members with home purchases...

A complex pension question, confusing life insurance products, estate planning insights, and wealth strategies.

07 Dec 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat help callers with crucial financial decisions. They dive deep into the complicated choice between taking...

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

30 Nov 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with...

Nuances of HSAs, managing pensions and Social Security, and tax planning for high-income earners.

23 Nov 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat explore the intricacies of Health Savings Accounts (HSAs) and their value as a financial tool. They tackle...

Allworth's Money Matters Podcast Trailer

18 Nov 2024

Contributed by Lukas

Money Matters, a weekly call-in talk radio program and podcast, is one of the longest running financial talk radio shows in the country. In their over...

Exploring speculative investments, key financial advice for listeners, and unpacking commercial real estate risks.

16 Nov 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat dive into the dynamic world of speculative investments, including the volatile nature of Bitcoin and Tesla...

The election and the stock market, investment strategies for retirement, and do you have enough money to stop working?

09 Nov 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat provide insights into the market's reaction post-election and discuss the impact of economic policies on c...

Managing financial decisions in uncertain times, leveraging a paid-off home, and when NOT to worry about money.

02 Nov 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat discuss the complexities of making financial decisions in unpredictable times, particularly with the backd...

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

26 Oct 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Na...

Money Matters: Tax efficient investing strategies and maximizing portfolio growth.

19 Oct 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving ...

Money Matters: Navigating financial decisions amidst market uncertainty.

12 Oct 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat delve into the dynamics of the real estate market in Nashville and the broader implications of rising prop...

Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.

05 Oct 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredict...

Navigating Financial Turbulence: Election Impacts and Investment Strategies

28 Sep 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. The...

Maximizing financial strategies, understanding Buffered ETFs, and estate planning.

21 Sep 2024

Contributed by Lukas

On this week's Money Matters, Scott and Pat discuss the importance of starting your year-end financial planning early. From maximizing your 401k and H...

Navigating financial waters: Investments, retirement, and risk.

14 Sep 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and ...

Money Matters: Retirement planning, tax strategies, investment insights, and more.

07 Sep 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning,...

Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.

31 Aug 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing d...

A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.

24 Aug 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss why now might be the time to buy a car.  A Connecticut caller who retired this week asks whethe...

Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?

17 Aug 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explain why they aren’t surprised by Wall Street’s recent roller coaster ride. A caller nearing reti...

An investor scared about the market, a husband thinking about merging his money, and advice on managing inherited retirement accounts.

10 Aug 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat help a Montana rancher navigate the volatile stock market. A California man wonders if it's time to comb...

The power of a diversified portfolio, a lesson on dividend-paying ETFs, tax strategies when leaving money to heirs, and advice on managing your mindset.

03 Aug 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat explain how a diversified portfolio protects you as industries and companies come in and out of favor. T...

Tech sector turbulence, navigating an estate with no will or trust, advice for managing cash as you get older, and one key question involving two 401(k) accounts.

27 Jul 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss the news making headlines this week including volatility among big tech stocks. A California wom...

When the markets defy logic, where to park old 401(k) funds, when not paying off the mortgage makes sense, and the value of experiencing the ups and downs of investing.

20 Jul 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat examine why the markets behave the way they do despite major events like the attempted assassination of ...

The risk of overlooking beneficiaries, a question about a Roth conversion, a caller who wants to retire in the next decade, and a tax strategy that many workers aren’t aware of.

13 Jul 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss the critical importance of making sure your beneficiaries are up to date. An Arizona caller with...

A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”

06 Jul 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat help a woman decide whether to move an old 401(k) into an IRA. A California man asks whether he should c...

Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund?

29 Jun 2024

Contributed by Lukas

On this week’s Money Matters, Scott and Pat discuss who is to blame when a financial plan goes south. A woman who just retired asks how she can make...