
Sign up to save your podcasts
Or


On this best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.
Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.
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 best-of Money Matters, Scott and Pat revisit some of the most popular calls from recent broadcasts.
Scott and Pat advise a United States Marine Corp veteran about how to pay for college for his children using a 529 Savings Plan. Next, they advise a repeat-caller who needs investment guidance after his wife took her successful company public. Scott and Pat then advise a caller seeking to consolidate a 457 with an IRA. Next, a couple is interested in the mechanics of a reverse mortgage, followed by a concerned daughter who wants guidance regarding a $600,000 inheritance. Lastly, a caller wants to help her niece and nephew refinance a tricky mortgage.
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