Money Matters: 2020 Financial Lessons
Listen as Scott discusses the financial lessons learned in 2020—the year of the pandemic and worldwide economic shutdowns—that investors can use moving forward to achieve their financial goals.
Read MoreMoney Matters: Charitable Giving Financial Strategies
Listen as Scott discusses the personal and financial value of charitable giving, as well as the financial strategies used to maximize the benefits of your financial donation—to both you and the organization you choose.
Read MoreMoney Matters: Retirement Plan Distributions & Taxes
Listen as Scott discusses the recent changes to retirement plan distributions and key factors to consider when thinking about retirement plan distributions, as well as strategies to minimize the taxes owed on those distributions.
Read MoreMoney Matters: Optimism & Your Financial Future
Listen as Scott discusses the psychological components of a successful financial future and why having an optimistic mindset is an important part of your financial planning.
Read MoreMoney Matters: Investment Diversification
Listen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
Read MoreMoney Matters: Are Your Finances on Track?
Listen as Scott discusses why investors should have a full understanding of their financial situation, and how they can determine if their finances are on track to achieve their financial goals.
Read MoreMoney Matters: Life Insurance and Financial Planning
Listen as Scott discusses the importance of understanding life insurance, including the difference between types of policies, how much your policy should be worth, and how life insurance policies can help you achieve your financial goals for your beneficiaries.
Read MoreMoney Matters: Your Financial Mindset is Important
Listen as Scott discusses time, control, and social comparison, and why your mindset about these three factors can be crucial to your financial success.
Read MoreMoney Matters: Roth IRA Conversions & Financial Planning
Listen as Scott discusses how Roth IRA conversions can be a successful financial strategy for some people, depending on their situation and financial goals.
Read MoreMoney Matters: Managing Money in Volatile Markets
Listen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
Read MoreMoney Matters: What to do When Markets are Crashing
Listen as Scott discusses how investors should manage their portfolios when the markets are crashing—whether that crash is due to a pandemic, a housing crisis, a tech bubble bursting, or another issue.
Read MoreMoney Matters: Portfolio Management in Bull Markets
Listen as Scott discusses the strong market in 2019 and how people should evaluate their portfolios as 2020 moves forward (Note: this episode aired in February 2020).
Read More