Mar 2, 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 minutes
Episodes
Ordered by publication date.
Feb 24, 2024
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities.
45 minutes
Feb 17, 2024
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
52 minutes
Feb 10, 2024
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
52 minutes
Feb 3, 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 minutes
Feb 2, 2024
Allworth's Money Matters Podcast Trailer
1 minute
Jan 27, 2024
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
46 minutes
Jan 20, 2024
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
51 minutes
Jan 13, 2024
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
59 minutes
Jan 6, 2024
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
57 minutes
Dec 30, 2023
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
52 minutes
Dec 23, 2023
Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.
51 minutes
Dec 16, 2023
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
52 minutes
Dec 9, 2023
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
52 minutes
Dec 2, 2023
The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.
44 minutes
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