
Sign up to save your podcasts
Or


On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.
Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550,000. A man asks how he can recover a 401(k), worth $40,000, that he lost track of decades ago. Finally, Scott and Pat advise a caller with $2.5 million in cash on what questions he should ask a financial advisor.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.
By Allworth Financial4.7
813813 ratings
On this week’s Money Matters, Scott and Pat discuss the stock market’s recent turbulence and how the media can sensationalize minor price swings.
Scott and Pat advise a man on how to handle 401(k)s worth $125,000 that were awarded to him from a divorce settlement. A caller is the executor of her brother’s estate and asks how she can access his Thrift Savings Plan with little documentation. A caller leaving California asks how he can avoid capital gains taxes on the sale of a home worth $550,000. A man asks how he can recover a 401(k), worth $40,000, that he lost track of decades ago. Finally, Scott and Pat advise a caller with $2.5 million in cash on what questions he should ask a financial advisor.
Ask a question by clicking here, or email Scott and Pat at [email protected].
Download and rate our podcast here.

455 Listeners

800 Listeners

753 Listeners

1,321 Listeners

516 Listeners

744 Listeners

535 Listeners

667 Listeners

196 Listeners

344 Listeners

804 Listeners

857 Listeners

171 Listeners

141 Listeners

103 Listeners