2 mar 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
Episodios
Ordenados por fecha de publicación.
24 feb 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
17 feb 2024
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets.
52 minutes
10 feb 2024
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!”
52 minutes
3 feb 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
2 feb 2024
Allworth's Money Matters Podcast Trailer
1 minute
27 ene 2024
A Roth account question, guidance on a portfolio allocation, and where to invest $800,000.
46 minutes
20 ene 2024
Bitcoin ETFs, a risk tolerance dilemma, a mortgage payoff question, and a 529 contribution strategy.
51 minutes
13 ene 2024
The financial benefits of delayed gratification, concerns about a trust, a 401(k) roadblock, and a portfolio problem solved.
59 minutes
6 ene 2024
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.
57 minutes
30 dic 2023
Scott and Pat tackle questions about college costs, financial gifts, and estate planning.
52 minutes
23 dic 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
16 dic 2023
2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.
52 minutes
9 dic 2023
After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.
52 minutes
2 dic 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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