POPULARITY
Categories
We share how to file a simple return for free with IRS-certified volunteers, what to bring, who qualifies, and why filing on time supports bigger goals like homebuying and emergency savings. Super Tax Day details, ongoing site access, and added community resources round it out.• what VITA is and who it serves• why free beats low cost on simple returns• super tax day time, place, and flow• ongoing locations through April 15• income limits and eligible return types• documents to bring and direct deposit• avoiding predatory services• extra benefits like classes and community resources• importance of filing even with no refund• where to find accurate site informationSubscribe to the Money Matters Podcast, and visit neighborsfcu.org/learn/financial-wellness/view-all-financial-resources for more tools to help you build a strong financial futureHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares dipped today as investors digest a slew of corporate earnings from blue chip companies in the country. The Straits Times Index was down 0.3% at 5,005.57 points at 2.41pm Singapore time, with a value turnover of S$1.46B seen in the broader market. In terms of counters to watch for today, we have Genting Singapore after the company yesterday reported a 30 per cent decline in net profit for the second half of its financial year to S$155.6 million, from S$222 million in the same year-ago period. Elsewhere, from investors’ reactions to US President Donald Trump’s State of the Union address, to how markets in Japan and South Korea reached record highs, more international headlines remained in focus. Also on deck – more on investors’ sentiment towards the AI trade as Anthropic unveiled 10 new ways for business customers to use its AI plugins, and as they looked ahead to Nvidia’s latest earnings due overnight. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kenneth Goh, Director, Private Wealth Management, UOB Kay Hian.See omnystudio.com/listener for privacy information.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Today we’re going to turn the clock back to the 1800s to share with you the story of a young man, Georges Nagelmackers, who had just fallen out of love. Like some of us who might travel abroad to take a breather, Nagelmackers fled to the US, where he discovered railroads with the world’s first sleeping cars. The enterprising Belgian engineer decided to take that idea back to Europe, where he would launch luxurious trains leading to the Gates of the Orient. That’s right, we are talking about the Orient Express, or the luxurious train experience provider that would later be further popularised by a suspense novel by writer Agatha Christie in the early 1930s. Then called the CIWL (Compagnie Internationale des Wagon-Lits), or The International Sleeping Car company, Orient Express’ inaugural trip happened in October 1883 from Paris to Constantinople (or the modern day Istanbul), redefining the meaning of long distance travel for luxury travelers. As we know, the development of air travel has changed the way people move between places. That dealt a blow to CIWL, and eventually, the Orient Express made its last direct trip between Paris and Istanbul in 1977. That same year, the SNCF or the French National Railway Company acquired the Orient Express brand, and the last Orient-Express train left Vienna for Strasbourg in December 2009. But hope is not lost. Nearly 140 years after making its first trip, Accor Hotels fully bought over and redeveloped the brand in 2022, expanding the portfolio of Orient Express to include hotels and even yacht sailings. As for the original Orient Express carriages – they will be back on railway tracks in 2027, though details are still scant at the moment. So, what should we know about the Orient Express portfolio of hospitality solutions today, and what is next for the firm? In this episode of Under the Radar “SPECIALS”, Money Matters’ finance presenter Chua Tian Tian posed these questions to Gilda Perez-Alvarado, Group Chief Strategy Officer of Accor & CEO of Orient Express.See omnystudio.com/listener for privacy information.
We have all felt the sting of inflation these past 6 years. In today's episode of Money Matters, Chad P. Wilson shares a trend that might be a formidable foe for inflation in the years to come. This episode was recorded on February 24, 2026 by Chad P. Wilson of Foundation Bank.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares slid today as investors continue to mull uncertainties relating to US tariffs on global trading partners. The Straits Times Index was down 0.52% at 5,015.04 points at 2.12pm Singapore time, with a value turnover of S$1.48B seen in the broader market. In terms of counters to watch, we have UOB, after the bank said today that its net profit for the fourth quarter fell 7 per cent on the back of margin pressures from lower benchmark rates. Elsewhere, from how US President Donald Trump warned countries against backing away from recently negotiated trade deals after the Supreme Court struck down his emergency tariffs, to a fresh trade tangle between Japan and China, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management.See omnystudio.com/listener for privacy information.
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
In this week's Money Matters, brought to you by Greenberg Financial Group, the full team is back as markets face what could be a real inflection point. We break down the Supreme Court's decision impacting Trump's tariffs and what it could mean for inflation, global trade, and the broader economy under Donald Trump's policies. Then we wrap up earnings season and look ahead to next week's highly anticipated report from NVIDIA, a single earnings release that could sway markets given its massive role in the AI-driven rally. With economic signals changing fast, we cut through the noise to explain what actually matters, what may be shifting beneath the surface, and how investors can stay grounded during uncertainty. If you're trying to make sense of today's markets and where things might be headed, this is an episode you won't want to miss. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares nudged higher today as investors continue to digest developments on the global trade front. The Straits Times Index was up 0.16% at 5,025.75 points at 2.32pm Singapore time, with a value turnover of S$1.05B seen in the broader market. In terms of companies to watch, we have United Overseas Insurance, after the insurance arm of UOB on Friday posted a net profit of S$23.7 million for the second half of its 2025 fiscal year ended Dec 31 – a 51.5 per cent increase from S$15.6 million in the year-ago period. Elsewhere, from how markets in Asia-Pacific largely shrugged off US President Donald Trump’s latest decision to increase global tariffs to 15 per cent from 10 per cent, to how Singapore’s core inflation eased to 1 per cent in January – more economic and international headlines remained in focus. Also on deck – a look ahead to earnings due this week, with all eyes laser focused on Nvidia’s latest results. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 20 February 2026. The end of of Summer is almost upon us! Luke is joined by Leon Delaney to talk about a topic that is important for parents and grandparents. The topic is: How can you give your kids […]
Mit Dr. Brian Mattmann vom Institut für Finanzdienstleistungen der Hochschule Luzern spreche ich in dieser Episode darüber, wie verbreitet ETFs in der Schweiz sind und wer in ETFs investiert.Du hörst praktische Fakten zur Auswahl des richtigen ETFs und wie die viel erwähnten tiefen Gebühren einzuordnen sind. Dazu diskutieren wir, warum der durchschnittliche ETF-Anleger unter 45, männlich und gut gebildet ist, hinterfragen, ob es Finanzprodukte nur für Frauen braucht, und loben die Möglichkeiten, die ETF-Sparpläne bieten.Wir beantworten unter anderem diese Fragen:Bin ich in einer ETF-Bubble oder investieren wirklich viele Schweizer:innen in ETFs?Sind ETFs elitär?Sind ETFs nur ein Hype?Welche Kosten gibt es zu beachten?Warum es immer einfacher wird, in ETFs zu investierenWas für Irrglauben über ETFs es gibtWeitere Episoden über ETFs160 - Mit ETFs nachhaltig investieren: Geht das überhaupt?097 - Wie ETFs entstehen, warum sie unterschiedlich viel kosten und es x-mal den gleichen gibt024 - So investierst du in ETFs008 - Was sind ETFs?Die Studien der HSLUETF-Anlegerstudie: https://www.hslu.ch/de-ch/hochschule-luzern/ueber-uns/medien/medienmitteilungen/2025/10/22/ETF-Anlegerstudie-2025/Studie zum Anlegen und Vorsorgen: https://hub.hslu.ch/retailbanking/anlegen-vorsorgen/Werbung: Sponsorin von Money Matters ist die Bank Cler. Vielen Dank! «Über Geld redet man nicht». Das hört man immer wieder. In der Schweiz fällt es uns schwer, entspannt über Geld zu reden, obwohl es uns alle betrifft. Die Bank Cler will das ändern. Sie redet mit dir über Geld. Und zwar offen und ehrlich.
Taxes can quietly shape some of the biggest financial decisions you'll ever make — from choosing how to take a pension to deciding how to leave money to your heirs. On this week's Money Matters, Scott and Pat take calls from listeners working through those exact issues. One caller is weighing a pension lump sum against monthly payments, and the tax consequences of that decision become central to the conversation. The guys also discuss how asset location affects tax efficiency, why different accounts are taxed differently, and how thoughtful planning can help reduce unnecessary taxes over time. They even explore ways to structure inheritances that protect beneficiaries while keeping taxes in mind. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares inched higher today as most Asian markets traded lower. The Straits Times Index was up 0.23% at 5,012.95 points at 2.53pm Singapore time, with a value turnover of S$1.10B seen in the broader market. In terms of counters to watch, we have SIA Engineering Company, after the aircraft maintenance, repair and overhaul provider yesterday reported a net profit of S$41.9 million for the third quarter, up 9.7 per cent from the year-ago period. Elsewhere, from how shares of China’s generative artificial intelligence (AI) startups Zhipu and MiniMax Group soared in Hong Kong as the market reopened after the Chinese New Year, to how Indonesia and the US finalised a trade deal to cut US levies from 32% to 19%, more corporate and international headlines remained in focus. Also on deck, how Nvidia is reportedly close to finalising a US$30 billion investment in OpenAI, as the chipmaker moves to take a stake in one of its largest customers. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.
Veronica Karas is the Principal of CAPTRUST, a financial advisory where she provides comprehensive financial planning services to high-net-worth individuals and small businesses. With over a decade of experience as a Certified Financial Planner™, she specializes in areas such as estate planning, retirement planning, tax strategies, and insurance. Veronica is also the author of the Money Matters book series, which enhances financial literacy. Beyond her professional endeavors, she serves as the Co-president of the CAPTRUST Community Foundation. In this episode… When it comes to managing finances, many women feel overwhelmed and disconnected. With outdated systems, unequal pay, and societal norms that often leave them out of financial conversations, financial literacy can feel like a foreign language. How can you take control of your financial future? Financial literacy advocate Veronica Karas maintains that financial literacy isn't just for experts; it's essential for everyone. Women can understand money by acknowledging that they are capable of learning financial concepts despite historical and societal conditioning that convinces them otherwise. Veronica encourages women to leverage online resources and meet with Certified Financial Planners for personalized guidance. In today's episode of the Lead Like a Woman Show, Andrea Heuston meets with Veronica Karas, the Principal of CAPTRUST, to talk about how she empowers women through financial literacy. Veronica discusses the long-term impacts of financial planning, how she expands financial literacy in schools, and what she learned launching her financial planning career during the 2008 recession.
Public radio helped define trust in audio. Now AI is reshaping how audio gets made. In this episode, I sit down with Ernesto Aguilar — public radio executive, author, and the person who gave me my first big break at KPFT in Houston more than a decade ago. That opportunity launched what has now become one of the longest-running financial planning podcasts in the space. We talk about how public radio built credibility over decades, why audiences still turn to trusted voices for deeper context, and how AI is changing production without replacing the human responsibility behind the microphone. Ernesto shares practical insights on: Why listeners may discover news on social media but seek out public radio for the fuller story How AI tools can help small teams scale responsibly Where creators should draw the line when automating What it really takes to pitch a show to public radio The foundational skills broadcasters need today Why supporting public media still matters This conversation isn't just about broadcasting. It's about trust, long-term thinking, and how to use technology without losing the human elements that build credibility. If you're a podcaster, media professional, entrepreneur, or leader thinking about AI and trust in your industry, this episode will challenge and sharpen your perspective. Listen in.
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares saw gains today as most Asian markets traded higher. The Straits Times Index was up 1.09% at 12.54pm Singapore time, with a value turnover of S$953.72M seen in the broader market. In terms of counters to watch, we have Yangzijiang Maritime, after the maritime financial solutions provider announced yesterday that it will hold an extraordinary general meeting on Mar 6 to seek shareholders’ approval on the proposed adoption of a share buyback mandate. Elsewhere, from how minutes from the Federal Reserve’s latest meeting showed policymakers in no rush to cut rates, to a rise in tech heavyweights after news on Tuesday that Nvidia signed a multiyear deal to sell Meta Platforms millions of its current and future artificial intelligence chips, more international and corporate headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital.See omnystudio.com/listener for privacy information.
In this week's episode of Money Matters, brought to you by the Greenberg Financial Group, the entire team is back to break down the latest developments shaping today's markets. We dive into how the AI narrative continues to disrupt multiple sectors, especially software, and discuss how long this powerful trend may last, along with the companies leading the charge in this rapidly evolving space. But while AI dominates the headlines, we explore a surprising shift beneath the surface: equal-weighted S&P 500 performance and value stocks are leading the market to start the year. This signals a move toward more balanced equity allocations as investors rotate into overlooked value opportunities. Join us as we unpack what this change in market leadership could mean for your portfolio, why diversification matters more than ever, and how disciplined financial planning helps investors stay positioned, no matter what trend comes next. Also, Listen to the end for some savvy tax talk from our tax partner Alexandria Estrada! Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
Good Morning Voice Family! Today is the final week of our Guardrails series. Can't wait to hear what Pastor Taka brings to us today! If you are new to Voice Church, please take a moment to fill out the connection card at www.voice.church/connect to get more info and get connected to the church family!
Pastor Kevin Dowling talks about Money Matters.
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, that aired live on Friday 13 February 2026. Luke is joined by Leon Delaney to talk about a super strategy that is largely underutilised by most Australians. The topic is: Catch up concessional contributions: What are they and how do you do it? Most […]
MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Singapore shares were little moved in a shortened session today as investors looked ahead to the Chinese New Year holiday. The Straits Times Index was down 0.04% at 4,935.69 points at 11.37am Singapore time, with a value turnover of S$733.14M seen in the broader market. In terms of companies to watch, we have Marco Polo Marine, after the integrated marine logistics company today posted revenue of S$32.8 million for its first quarter ended Dec 31, up 27 per cent from S$25.8 million in the same period a year earlier. Elsewhere, from how Singapore’s key exports expanded by a slower-than-expected 9.3 per cent year on year in January, to how shares of Chinese jeweller Laopu Gold and miner CMOC Group rallied in Hong Kong, more economic and international headlines remain in focus. Also on deck, how Alibaba Group Holding led a Chinese tech-share sell-off after the Pentagon added some of the country’s biggest names to a list of companies aiding the military, only to withdraw that roster minutes later without explanation. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.
In this episode of Money Matters, Scott and Pat take calls from high-net-worth listeners who uncover the same wealthy tax mistake, despite very different financial situations. From retirees with most of their money in IRAs to investors weighing Roth conversions and income strategies, the conversations show how easy it is to pay more in taxes than expected. They explain how this wealthy tax mistake often comes from tax-deferred concentration, why paying taxes from retirement accounts can shrink cash flow, and how poor timing can quietly turn into a long-term wealthy tax mistake. If you've built significant assets and want to protect your income and flexibility, this episode offers clear, practical insight. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
As a pet groomer, you're brilliant at looking after dogs. But are you looking after your own finances just as well?In this episode, Bill sits down with Romany Youell – also known as The Finance Woman – to talk about something many grooming business owners avoid… money.If you're self-employed or running a salon, your income depends on you. So what would happen if you couldn't work? Would your business survive? Would you?Romany shares clear, practical advice on:Why financial literacy matters for pet professionalsWhat income protection actually is (and why most groomers misunderstand it)The difference between being busy and being financially secureWhy pensions and investments shouldn't be “something to sort later”The types of insurance business owners should genuinely considerOne of the biggest takeaways? Many groomers prioritise their clients, staff and salon expenses – but forget to protect themselves.This episode isn't about complicated financial jargon. It's about helping you feel more confident, more informed and more in control of your future.If you work for yourself, this conversation could genuinely change how you think about money in your grooming business.As always, I'd like to thank the podcast sponsor, Lopay, the low-cost payment platform that helps you keep more of the money you earn.You can find out more and sign up for Lopay here:https://merchant.lopay.app/ref/PETPASSION2500Listeners of this podcast get £2500 of fee-free transactions.And of course, if you feel like you could benefit from Bill's business programmes for the Pet Grooming industry, visit:https://petpassiontoprofit.com/If you found this episode helpful, make sure you subscribe, leave a review and share it with another groomer who needs to hear it.
In today's episode, I'm sharing my conversation with Leslie Forde — author, CEO, researcher, and advocate for women's maternal needs. Leslie is the creator of Mom's Hierarchy of Needs, a powerful framework that helps explain why traditional self-care so often falls short for moms. We talk about why so many of the struggles moms face aren't personal failures, but the result of systemic and cultural pressures — including scarcity and money stress. Leslie shares how growing up with financial instability shaped her relationship with work and options, how financial stress shows up in the nervous system, and why understanding money as options (not just numbers) can be so empowering. We also explore why believing we deserve care is such an essential — and often missing — starting point. Find more from Leslie:
We break down how personal credit and cash flow drive small business lending and share the simple steps that boost approval odds. From DSCR to down payments and the role of guarantors, we show founders how to prepare documents, avoid common pitfalls, and choose smart starter products.• why personal credit signals business reliability• how pay history, limits, and account mix affect approval• cleaning up collections and old delinquencies• understanding DSCR and why 1.25 matters• equity injection norms for equipment and vehicles• the role of personal guarantors in business loans• what documents to bring and why a plan helps• when business credit bureaus matter and when they don't• using a business credit card to start under $5,000• how to contact us for commercial lending supportStay on track with your financial journey. Subscribe to the Money Matters Podcast and visit neighborsfcu.org/financialwellness for more tools to help you build a strong financial futureHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.
Elon Musk is planning the largest IPO in history. Hear some takeaways for you and your finances in this week's episode of Money Matters. This episode was recorded on February 10, 2026 by Chad P. Wilson of Foundation Bank.
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
In this episode of Money Matters, brought to you by Greenberg Financial Group, we break down how the month wrapped up for stocks and why the January Effect matters more than many investors realize. We review a major wave of earnings reports from some of the market's biggest companies and what those results are signaling about economic momentum. We also discuss recent geopolitical developments that are driving market uncertainty and fueling sharp moves across asset classes. From erratic trading in commodities like gold and silver to heightened volatility across equities and bonds, we explain what's happening, why it matters, and how to stay prepared as markets continue to shift. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
In this episode of Money Matters, Dave and Dean break down the latest developments in the financial markets and share seasoned insight on how to stay prepared, no matter what the economy throws your way. We also take a deeper dive into Greenberg Financial Group's financial planning process, explaining why having a clear plan is one of the most important steps investors can take and why so many people still overlook it. From managing risk and navigating market volatility to building long-term strategies for every stage of life, we share practical financial planning knowledge designed to help listeners gain clarity and confidence in their financial future. Whether you're just starting out, building wealth, or preparing for retirement, this episode delivers valuable perspective to help you stay informed, proactive, and financially ready. Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot. If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com
A Sermon Series in the Book of Deuteronomy
In this episode of Money Matters, Scott and Pat answer listener questions and explain when Roth conversions make sense, when they don't, and how taxes, IRMAA Medicare surcharges, and market volatility can change retirement outcomes. They discuss strategic gifting to adult children, helping fund Roth IRAs, 401(k)s, and HSAs without killing motivation, and walk through a real call from a retired teacher debating whether converting his accounts is worth it. Along the way, Scott and Pat break down the math behind Roth conversions, explain how pensions and Social Security affect the results, and why paying conversion taxes from retirement accounts can wipe out the benefits. If you're retired or nearing retirement and considering Roth conversions, this episode offers clear, practical guidance to avoid costly mistakes. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Transitions Daily Alcoholics Anonymous Recovery Readings Podcast
This podcast is a short daily audio provided by the online recovery group Transitions Daily. The daily content includes different recovery quotes from various sources, including; Twenty-Four Hours a Day, A.A. Thought for the Day, Daily Reflections, Big Book Quote, Just for Today, As Bill Sees It, and more! Transitions Daily also delivers the same content in a daily email with a secret Facebook group for discussion. Visit www.DailyAAEmails.com for more information. Do you want to stop drinking? Have you ever listened to sobriety podcasts? Does alcoholism or addiction run in your family? Have you tried Alcoholics Anonymous or the 12 Steps of A.A.? Are you considering how to get sober? Are you seriously thinking about sobriety for the first time? Is alcohol controlling your life as never before? If so, you will definitely want to check out this recovery podcast.
Eliza Moore talks with Rosemary Reiji and Amy Illescas about their involvement in vocational classes and unique volunteer efforts that build life and financial skills.
In this episode of Roompact's ResEdChat, Crystal is joined by Jennifer Pridemore, Financial Advisor at Northwestern Mutual, for a practical and compassionate conversation about financial wellness for live-in housing professionals. Together, they explore how living on campus shapes financial habits, the importance of planning early, and ways to build healthy, realistic money practices. This episode encourages listeners to approach financial goals with flexibility and confidence.
Become a supporter of this podcast: https://www.spreaker.com/podcast/the-way-i-see-it--5905056/support.
In this episode of Money Matters, Scott and Pat break down a big shift for higher earners: the new 401(k) Roth rule that changes how catch-up contributions work. If you're over 50 and earning a solid income, this could seriously affect your retirement plan. They also cover smarter tax strategies and take listener calls. A recent retiree wonders if buying a rental property makes sense. Then, Scott and Pat help a man from Virginia with a textbook example of how to balance pensions, Roth IRAs, and tax diversification as retirement nears. Whether you're saving, converting, or rethinking your retirement goals, this episode brings clarity, strategy, and a dose of straight talk. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
On this airing of Your Money Matters, January 28th 2026: Segment 1: It’s a Worker Wednesday! Phil Davidson, Communications Director at Mid-America Carpenters Regional Council, joins to discuss the reinstatement of the Job Corps. Segment 2: Mark Hamrick, Senior Economic Analyst at Bankrate, recaps the Fed meeting and consumer confidence. Segment 3: Question of the […]
We break down why money resolutions fail and turn them into specific, doable steps you can keep all year. From emergency funds and debt strategies to guilt-free spending and simple budgets, the focus stays on small actions and steady systems.• causes of failed resolutions and vague goals• how to make saving specific, small, and automated• why emergency funds come before vacations and extras• debt snowball vs avalanche and choosing one target• setting a guilt-free spending allowance• budgeting as a simple plan with pen and paper• weekly reviews and adjusting after setbacks• consistency over intensity and building habits• free financial counseling and ongoing support at NeighborsSubscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial futureHave an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.
What could be powering the unprecedented move in the price of Gold and Silver? And what do the events of today have in common with the gold rushes of years ago? Tune into this episode of Money Matters with Chad P. Wilson. This episode was recorded on January 13, 2026 by Chad P. Wilson of Foundation Bank.
In this episode of Money Matters, Scott and Pat talk to two millionaires at different financial stages — one caller with $8 million asking about Roth conversions and tax strategy, and another navigating retirement planning with a $1.4 million portfolio. Scott and Pat break down how Roth conversions can optimize long-term savings, where annuities fit into today's market, and how both investors are managing wealth amid rising volatility. If you're exploring Roth conversions or simply looking to protect and grow your nest egg, this episode is packed with actionable advice. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
In this episode of Money Matters, Scott and Pat talk with listeners about decisions around Roth conversions, tax brackets, gifting to kids, and when to start taking money from retirement accounts. One caller is trying to figure out how to simplify things after working with five different advisors. Another wants to use savings to travel without getting pushed into a higher tax bracket. Plus, Allworth's Head of Wealth Planning, Victoria Bogner, joins the show to share a case where someone had 35 investment accounts—and how the team helped clean it up. It's a good reminder that sometimes the best financial move is just getting organized. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
We're back with a crazy morning on Kiss108. Billy and Lisa dive into the Patriots' big win over the Chargers, and we're not just talking about any win - it was a nail-biter. They discuss the Golden Globes, where Amy Poehler took home the award for Best Podcast, and they share their thoughts on the nominees. Plus, they weigh in on Giselle's marriage to her jiu jitsu instructor husband, and the drama surrounding his supposed penniless status. It's a morning full of football, fame, and family - tune in to hear more.See omnystudio.com/listener for privacy information.
In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks guidance on managing his 87-year-old mother's $1 million nest egg, while another—with $8 million saved—is questioning whether a QLAC is necessary. The $8 million decision opens the door to meaningful conversations around trust planning, emotional risk tolerance, and why simplicity often beats complexity—especially when family is involved. You'll also hear insights on gifting strategies, changes to Social Security rules, and what to consider when planning for longevity. Whether you're managing $1 million or $8 million, this is the kind of real talk every high-net-worth family should hear. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listener, with over a million dollars in assets, asks whether he should prioritize his 401(k) or a Roth IRA. The conversation dives into smart strategies for high-net-worth investors, addressing how to balance tax efficiency, retirement goals, and current lifestyle needs. Scott and Pat also explain how financial planning helps clarify trade-offs between spending now and securing your future. Whether you're looking for smarter retirement contributions or long-term portfolio strategy, this episode delivers actionable advice with a conversational tone. Discover how financial planning evolves with your income, assets, and goals. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.