Money Matters: Monte Carlo Analysis & Financial Independence

In this month’s edition of “Money Matters,” Scott talks about how planning for financial independence has evolved throughout the years and the advantages of using Monte Carlo analysis to more accurately project your financial independence.

Read More

Money Matters: The Russian Invasion and Financial Uncertainty

In this month’s edition of “Money Matters,” Scott Oeth talks about the Russian invasion of Ukraine and how geopolitical events can affect the U.S. stock market. Scott also discusses what investors should do in times of uncertainty, such as the Russian invasion of Ukraine, to try to keep their financial investments and portfolio on track to meet their financial goals.

Read More

Money Matters: The Endowment Effect

In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.

Read More

Money Matters: How to Buy Peace of Mind and Beat Inflation With Everyday Goods

In this month’s edition of “Money Matters,” Scott Oeth talks about how to plan for emergencies—both in your pocketbook and your pantry. Learn more about how you can prepare early and help set your mind at ease if times get tough.

Read More

Money Matters: Portfolio Tax Location Optimization

In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.

Read More

Money Matters: Managing Investment Risk

In this month’s edition of “Money Matters,” Scott talks about some of the best ways to manage investment risk to help your financial portfolio withstand the ups and downs of the market.

Read More

Money Matters: Market Speculation & Your Portfolio

In this month’s edition of “Money Matters,” Scott explains how mass financial speculation can influence the markets and cause financial volatility, while also discussing which factors to consider before engaging in market or investment speculation.

Read More

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.

Read More