Allworth Financial‘s Money Matters
Latest Episodes
Money Matters: Tax efficient investing strategies and maximizing portfolio growth.
On this week's Money Matters, Scott and Pat discuss the psychology of financial decision-making and explore why some individuals struggle with saving while others are hesitant to invest. They also delve into a fascinating client story with Allworth adviso
Money Matters: Navigating financial decisions amidst market uncertainty.
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 property costs in popular cities. The conversation also touches on the complexities of paying for college edu
Money Matters: Navigating market uncertainties, Roth conversions, and the importance of estate planning.
On this week's Money Matters, Scott and Pat address the current state of the market amidst global uncertainties, providing a reminder of the unpredictable nature of short-term market movements and the importance of staying focused on long-term financial g
Navigating Financial Turbulence: Election Impacts and Investment Strategies
On this week's Money Matters, Scott and Pat delve into the complexities of financial decision-making amidst the unpredictable political landscape. They discuss how market reactions to political events can be misleading and why it's crucial to focus on lon
Maximizing financial strategies, understanding Buffered ETFs, and estate planning.
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 HSA contributions to considering Roth conversions and tax-loss harvesting, they cover key strategies to op
Navigating financial waters: Investments, retirement, and risk.
On this weeks Money Matters, Scott and Pat dive into the ever-volatile market swings of September, the psychology behind investment decisions, and the importance of understanding risk premiums. Scott and Pat also share some personal stories that highligh
Money Matters: Retirement planning, tax strategies, investment insights, and more.
On this weeks Money Matters, Scott and Pat dive into the complexities of the modern investment world, discuss the importance of financial planning, and explore how technology has made tax efficiency easier than ever. They also touch on the intriguing top
Navigating the financial maze: IRA questions, pension decisions, Social Security, and more.
On this weeks Money Matters, Scott and Pat tackle questions on a range of topics from pension adjustments, Roth conversions, to the ever-pressing dilemma of when to start taking Social Security. They also discuss the importance of umbrella insurance poli
A shift in the auto industry, buffered ETFs, revisiting the 2008 financial crisis, SMAs explained, and when to fire your advisor.
On this weeks Money Matters, Scott and Pat discuss why now might be the time to buy a car. A Connecticut caller who retired this week asks whether he should invest in buffered ETFs. Scott and Pat then reflect on the 2008 financial crisis that nearly bro
Wall Street’s wild ride, portfolio spending stress, Social Security advice, non-traded REITs, and a financial plan as a wedding gift?
On this weeks Money Matters, Scott and Pat explain why they arent surprised by Wall Streets recent roller coaster ride. A caller nearing retirement expresses anxiety about shifting from saving to spending. A Virginia father wonders if he should buy a f