Τα καλύτερα Financial Matters podcast (2024)

1
Why a portfolio fails, a lesson on tax efficiency, when direct indexing makes sense, and should you sell stock to boost your emergency fund? 43:26

13h ago43:26

43:26

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 her portfolio more tax efficient. A New York man wants to know whether he should sell $8,000 worth of individual stocks to boost his emergency fund. Scott and Pat explain the concept of direct indexing…

1
Intercepting Terror Finance, with the FBI’s Eliza Odom 28:01

5d ago28:01

28:01

Kieran talks with Eliza Odom, former Section Chief of the FBI’s Counterterrorism Division, about the top terror threats the bureau is currently focused on. While having since become deputy assistant director of the FBI’s Weapons of Mass Destruction Directorate, Eliza discusses the seven units within the Counterterrorism Division she once oversaw, p…

1
Tax planning opportunities, when a portfolio holds too much cash, and how much Nvidia stock is considered too much? 48:18

8d ago48:18

48:18

On this week’s Money Matters, Scott and Pat talk with Allworth advisor Blake Davelaar about tax planning opportunities in light of the upcoming 2024 election and the expiration of the 2017 tax cuts next year. A California man asks whether he has too much cash in his portfolio. A caller in good financial shape wants to know whether she owns too much…

1
The impact of the AI boom, when it’s time to hire a financial advisor, where to park proceeds of a home sale, and more. 52:00

15d ago52:00

52:00

On this week’s Money Matters, Scott and Pat explain why you should not get too excited about the AI stocks dominating the market. A man who fired his financial advisor 8 years ago asks whether it’s time to hire a new one. A North Carolina caller wants to know whether it makes sense to buy a home in Florida. A California woman who wants to sell her …

1
The risk of investing in commercial real estate, when Roth conversions don’t make sense, minimizing your tax liability, and where beginning investors struggle. 1:03:23

22d ago1:03:23

1:03:23

On this week’s Money Matters, Scott and Pat discuss the danger that comes with owning commercial property. A 60-year old retiree learns why he should NOT do Roth conversions right now. A California caller wants to know how she can set up her portfolio to minimize the amount she pays Uncle Sam. Finally, Scott and Pat talk with Dave Ahern, co-host of…

1
The number one objective of financial planning, high-yield savings accounts vs. CDs, how to stay in a lower tax bracket, and a strategy to generate income. 53:41

29d ago53:41

53:41

On this week’s Money Matters, Scott and Pat explain why financial planning must go beyond discussions about money. A Florida man wants to know the best way to take advantage of higher interest rates. A Maryland caller with millions in savings asks how he can consistently keep his income down. Finally, a man seeks guidance on how to generate income …

1
Tracking and Seizing Drug Money, with Hennie Verbeek-Kusters 24:23

1M ago24:23

24:23

Kieran talks with Hennie Verbeek-Kusters, head of the Netherlands financial intelligence unit, about her leadership over the FIU since its founding in 2008.During their discussion, Hennie details how the Dutch FIU has evolved to face the challenge of evermore sophisticated transnational criminal organizations and the professional money launderers t…

1
The psychological aspect of retirement, when Roth conversions make sense, and questions about pensions, risk tolerance, and life insurance. 52:20

1M ago52:20

52:20

On this week’s Money Matters, Scott and Pat talk with an executive coach who helps people navigate the parts of retirement that don’t involve money. A 54-year old who is about to retire finds out why she is the perfect candidate to do Roth conversions. A Colorado school teacher asks whether she should look at her pension as part of the fixed income…

1
A stock market milestone, meme stock mania, navigating the financial impact of a divorce, and the advice Scott and Pat gave that wound up in Italy. 52:08

1M ago52:08

52:08

On this week’s Money Matters, Scott and Pat explain why sitting on the sidelines instead of in the stock market can be so detrimental to your retirement, especially now. They also discuss the return of meme-stock mania. An Ohio woman who is less than ten years from retirement asks where to park $50,000. A Michigan retiree who just got divorced need…

1
Seizing Assets So That Crime Doesn’t Pay, with Molly Moeser 24:05

2M ago24:05

24:05

Kieran talks with Molly Moeser, Acting Chief, Money Laundering and Asset Recovery Section of the U.S. Justice Department, about MLARS’ efforts to seize illicit assets and, when possible, bring financial restitution to victims of crime.During their talk, Molly discusses the seizure of illicit funds associated with kleptocracy and other crimes, inclu…

1
A crackdown on salespeople posing as advisors, a widow who needs an income strategy, plus questions about a reverse mortgage, an RMD, and Social Security. 45:12

2M ago45:12

45:12

On this week’s Money Matters, Scott and Pat weigh the pros and cons of the Labor Department’s looming crackdown on so-called advisors who sell financial products. A Utah man seeks guidance on how to help his widowed mother navigate her financial life. A California caller wants to know whether it makes sense to take out a reverse mortgage. A retiree…

1
Tricky economic times, a financial safeguard many must have, plus advice on risky investment funds, annuities, and taxes tied to inheritances. 43:30

2M ago43:30

43:30

On this week’s Money Matters, Scott and Pat discuss complicated financial conditions unfolding in the U.S. and around the world. An Ohio father with a question about saving is told to get off the phone and do something else for his family immediately. A 63-year old who is still working asks when the best time to retire will be. Later in the show, S…

1
A condo investment question, a younger father dreaming of an early retirement, and when you might own too much company stock. 52:36

2M ago52:36

52:36

On this week’s Money Matters, Scott and Pat help a woman decide whether it’s a good idea to sell her rental property. A father of two with a third on the way nearly leaves Scott and Pat speechless when he breaks down his financial situation. A caller with millions invested in her aerospace company’s stock wonders whether she holds too much of it. F…

1
Enlisting A.I. in the Fight Against Financial Crime, with Jennifer Shasky Calvery 28:32

2M ago28:32

28:32

Kieran talks with Jennifer Shasky Calvery, Group Head of Financial Crime Risk at HSBC, a former Director of the Financial Crime Enforcement Network, or FinCEN, and former federal prosecutor. Drawing on her public and private sector experience, Jen details the challenges faced by financial institutions and government and how in partnership they can …

1
A teen with a large inheritance, a heart transplant recipient who wants financial success, and how a qualified advisor keeps you calm when the waters are rough. 52:40

2M ago52:40

52:40

On this week’s Money Matters, Scott and Pat help a 19-year old decide where to park $400,000 a distant relative passed down to him. It leads to a discussion about the importance of holding family meetings. A Wisconsin caller who received a new heart four years ago asks for help maximizing his family’s savings. Allworth advisor Andy Shafer joins the…

1
Why some investors should ignore economic data, a $700,000 inheritance question, and a warning about advisors who act as fiduciaries only some of the time. 43:50

3M ago43:50

43:50

On this week’s Money Matters, Scott and Pat start the show by discussing the current state of the economy with Allworth Chief Investment Officer Andy Stout, and then explain why some should pay little attention to the data. A caller with an 80/20 stock to bond allocation wonders whether he should tweak the bond portion of his portfolio. A Colorado …

1
The new pump and dump scheme, where to invest in 2024, and questions about a portfolio allocation, an estate plan, and income streams. 52:30

3M ago52:30

52:30

On this week’s Money Matters, Scott and Pat discuss the latest technique fraudsters are using to trick investors. A retired teacher finds out why she should add some risk to her portfolio. A California caller wants to know whether he is in good shape to retire next year. A mother of two asks for guidance on how to ensure her wishes will be carried …

1
The balance between living for the present and saving for the future, the tax implications of retirement contributions, why home loans can make sense for good savers, and a talk about tithing. 52:11

3M ago52:11

52:11

On this week’s Money Matters, Scott and Pat explain the financial impact of embracing not just the journey, but the destination. A Virginia caller who is five years from retirement asks for help understanding how his contributions impact his taxes. A California man wants to know whether he should take out a loan so he can build a home. Finally, a P…

1
Financial advisors under the microscope, plus questions about Social Security, a portfolio allocation, wash sales, and bond funds. 52:41

3M ago52:41

52:41

On this week’s Money Matters, Scott and Pat explain where you can go to find out whether a financial advisor is legit. A caller with three adopted grandchildren asks whether his wife’s Social Security benefit can replace death benefits the grandchildren are currently receiving. A retiree from Texas wants to know whether his portfolio has too much c…

1
The Wall of Worry, investor cynicism, market timing and Roth conversions, plus tax advice for people with multiple qualified plans. 43:19

4M ago43:19

43:19

On this week’s Money Matters, Scott and Pat start the show by discussing the infamous Wall of Worry, before discussing market resilience in the face of chaotic world events. They then take a call from a Sacramento man who has a complex investment situation, including a need for Roth conversions, followed by a conversation with a retired couple that…

1
Making Sense of U.S. Anti-Financial Crime Measures, with Daniel Stipano 33:37

4M ago33:37

33:37

Kieran talks with Daniel Stipano, partner at Davis Polk & Wardwell and a 30-year veteran of the Office of the Comptroller of the Currency, about the unfolding requirements of the Corporate Transparency and AML Acts and their impact on law enforcement, and financial as well as non-financial institutions.Dan also weighs in on the current court challe…

1
Social Security and legislative risk, the importance of tax diversification, where to invest extra income, and a conflict of interest solved. 52:00

4M ago52:00

52:00

On this week’s Money Matters, Scott and Pat start the show by explaining how proper financial planning can overcome legislative risk to a portfolio. A Philadelphia man with a tax issue hears a solution he never thought of. Scott and Pat revisit a caller who needed to have a tough conversation with his father-in-law. Finally, advice for an Arizona m…

1
The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room. 44:35

4M ago44:35

44:35

On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars. A retiree from New York wants to know whether it makes sense to sell her home and rent. Finally, Scott and Pat …

1
A lesson on portfolio diversification, clearing up confusion about IRA tax rules, and how proper financial planning can lead to golden opportunities. 45:24

4M ago45:24

45:24

On this week’s Money Matters, Scott and Pat start the show by tying the commercial real estate crisis to the importance of diversification. Then they help a caller who says she is getting mixed messages on how to handle two inherited IRAs. A world traveler asks how to break the news to his father that he wants to invest in indexes instead of real e…

1
A Bitcoin breakdown, how to find your retirement number, and where to put $1 million in inherited assets. 52:33

4M ago52:33

52:33

On this week’s Money Matters, Scott and Pat start the show by discussing the risk of speculating in Bitcoin. A California caller asks for help determining the amount of money he needs to retire. A Virginia woman wants to know whether she should do what’s known as an in-plan Roth conversion. Finally, Scott and Pat advise a caller from Tennessee who …

1
Identifying Financial Crime Threats, with Justine Walker and Craig Timm 30:08

5M ago30:08

30:08

Kieran talks with ACAMS colleagues Justine Walker, head of global sanctions and AML risk, and Craig Timm, senior AML director, about the just released “ACAMS Global AFC Threats 2024.” Drawing on 788 in-depth interactions with anti-financial crime professionals that inform the report, Justine and Craig identify the top ten threats currently facing t…

1
A 401(k) transfer question, a long-term care concern, and the call that made Scott and Pat say “uh-oh!” 52:40

5M ago52:40

52:40

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 contribute money to an insurance product he says his father-in-law is selling him. A caller needs guidance on how to pay for her mother’s long-term care. Finally, Scott and Pat weigh in on where a grandm…

1
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. 52:28

5M ago52:28

52:28

On this week’s Money Matters, Scott and Pat start the show by discussing current economic news with Allworth Chief Investment Officer Andy Stout. A California caller asks whether he should put money into a defined contribution plan and then roll the funds over to a Roth account. You’ll hear why Scott and Pat think a Colorado woman should open a sol…

Podcasts που αξίζει να ακούσετε

Financial Matters Podcasts

Podcasts που αξίζει να ακούσετε

Οδηγός γρήγορης αναφοράς