Money 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.

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Money 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.

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Money 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.

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Money 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.

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