Money Matters

In this edition of ‘Money Matters’, Financial Planner, Scott Oeth talks about when, why and how to freeze out credit to prevent identity theft.

In this edition of Money Matters, Scott Oeth talks about moving funds from a 401k account to an IRA –  when this might occur, advantages and disadvantages.

In this edition of “Money Matters”, Scott Oeth talks about investing for ‘Total Return’ vs. Income.

In this edition of “Money Matters”, Scott Oeth talks about Estate Planning Basics.

Certified Financial Planner and Adjunct Professor, Scott Oeth talks “Money Matters” on WTIP on the first Wednesday of the month on North Shore Morning.

In this edition, Scott shares information on protection planning for your residence.

In this edition of “Money Matters”, Scott Oeth talks about the risks and benefits of investing internationally.

In this edition of “Money Matters”, Scott Oeth talks about the 60/40 investment strategy…how it has performed over time and if it is still a viable plan.

Certified Financial Planner and Adjunct Professor, Scott Oeth talks “Money Matters” on WTIP on the first Wednesday of the month on North Shore Morning.

In this edition, Scott reviews the market’s performance in 2023 and looks at investment issues for the new year.

Certified Financial Planner and Adjunct Professor, Scott Oeth talks “Money Matters” on WTIP on the first Wednesday of the month on North Shore Morning.

In this edition, Scott talks about making a practice of taking a year-end look at our portfolios and has some tips about keeping us on track with our goals.

In this edition of Money Matters, Scott Oeth talks with WTIP’s CJ Heithoff about tax-free wealth strategies with Roth IRA’s.

In this edition of Money Matters, financial planner Scott Oeth discusses Sequence of Return Risk and its importance for those planning for retirement.

In this edition of Money Matters, financial planner Scott Oeth discusses the importance of planning for college and making wise education purchase decisions.

In this edition of Money Matters, financial planner Scott Oeth talks about health care costs in retirement, HSA’s, extended care insurance and more.

In this edition of “Money Matters”, financial planner Scott Oeth talks about stock dividends and the tax implications of Secure 2.0.

For more information on these topics:

https://www.scottoeth.com

In this edition of Money Matters, Scott Oeth shares his thoughts about market predictions.  Just how reliable are they?  Not very, as it turns out.

In this edition of “Money Matters,” financial planner Scott Oeth shares his thoughts on gifting and money during the holiday season – whether the budget in tight or you’re in a position to give financial gifts to loved ones.

In this Tales from the Crypt edition of “Money Matters,” Scott Oeth talks about what’s happened with crypto currency, and cautions us to be wary of investments that come with the phrase “this time it’s different.”

www.ScottOeth.com

In this edition of “Money Matters”, Scott Oeth talks about the “R Word,” Recession. He talks about past recessions, what’s happening now and things to think about when planning for the future.

In this edition of “Money Matters”, Scott Oeth talks with WTIP’s CJ Heithoff about Social Security Retirement Benefits.

Over 65 million Americans receive Social Security Benefits.  When should we claim our benefits? Should we take it early at age 62?  Should we wait until 66 or 67?  Should we push it out to age 70 and get more?

Scott talks about all this and more in this interview.

In this edition of “Money Matters”, Scott talks with WTIP’s Annie Possis about “anchoring” – a pervasive phenomenon in behavioral finance.

Scott Oeth is a certified financial planner and Adjunct Professor. He works with many individuals and has taught retirement planning and wealth management strategies to hundreds of financial professionals.

In this edition, Scott talks about the concept of anchoring and how it can affect financial decision-making.

Scott Oeth is a certified financial planner and Adjunct Professor. He works with many individuals and has taught retirement planning and wealth management strategies to hundreds of financial professionals.

In this edition, Scott talks about factors that go into deciding when to take Social Security.

Scott Oeth is a certified financial planner and Adjunct Professor. He works with many individuals and has taught retirement planning and wealth management strategies to hundreds of financial professionals.

In this edition, Scott talks about Financial Independence.

Scott Oeth is a certified financial planner and Adjunct Professor. He’s taught retirement planning and wealth management strategies to hundreds of financial professionals. In this edition of “Money Matters,” Scott has suggestions on how to begin teaching children about money.

Scott Oeth is a certified financial planner and Adjunct Professor. He’s taught retirement planning and wealth management strategies to hundreds of financial planners.

Money Matters is a monthly feature on WTIP’s North Shore Morning (first Wednesday of the month).

In this edition of “Money Matters”, Scott talks about the concept of Dollar Cost Averaging – what it is, why it works and when it doesn’t.

More information is available on Scott’s blog:  www.ScottOeth.com

In this month’s “Money Matters”, Scott Oeth focuses on bonds.  What are they? How do they compare to stocks and other investments?

WTIP’s CJ Heithoff learns more in this interview.

“Money Matters” is a monthly feature on North Shore Morning featuring Scott Oeth, certified financial planner and adjunct professor.  In this edition, Scott addresses the financial uncertainty surrounding the Russian invasion of Ukraine. For more information and a broader perspective, Scott recommends the following:

Vanguard’s post, “Ukraine and the changing market environment”

Wealth, War & Wisdom by Barton Biggs

In this edition of the monthly “Money Matters” feature, Scott Oeth talks about the recent stock market volatility, possible causes and his take on what it means for investors.

In this edition of “Money Matters”, Scott Oeth talks about the “Endowment Effect”.

In this edition, Scott talks with North Shore Morning host CJ Heithoff about “Minding the Gap”

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning.
In this edition, Scott talks about being prepared for emergencies both financially and physically.

In this edition of “Money Matters”, Scott talks with North Shore Morning host, CJ Heithoff about the dangers of “impulse buying”, why it’s so difficult to resist, and strategies to help avoid getting into financial trouble from it.

Scott is a certified financial planner and Adjunct Professor. He’s taught hundreds of financial professionals retirement planning and wealth management strategies and he shares his insights into current market and financial events.

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning.
In this segment, Scott talks about “Time Poverty”.

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning.
NSM host, CJ Heithoff talks with Scott about managing investment risk in this edition.

In this edition of “Money Matters“, Scott Oeth talks with North Shore Morning host, C J Heithoff about the increasing buzz around inflation – what’s driving the concern, how it has affected us in the past, and what we can do prepare and protect ourselves in the future

North Shore Morning host, CJ Heithoff talks with Scott Oeth about “mental traps” that can cost people money, or lead to poor decision making and ones that he sees as especially relevant in today’s market in this edition of “Money Matters”

North Shore Morning host, CJ Heithoff talks with Scott Oeth about debt and investments in this edition of “Money Matters”

“Money Matters” with Scott Oeth.  In this month’s edition, Scott talks about the volatile markets and strategies to navigate them.

North Shore Morning host, CJ Heithoff talks with Scott Oeth about what financial lessons we can learn from 2020 in this edition of “Money Matters”.

In this edition of “Money Matters”, financial planner Scott Oeth talks about charitable giving and tax code changes.

“Money Matters” is a monthly feature intended to help us understand more about managing our finances.
Scott Oeth (Oath) is a certified financial planner and Adjunct Professor. He’s taught hundreds of financial professionals’ retirement planning and wealth management strategies.
In this edition, Scott talks about retirement plan distributions and tax implications of drawing down IRAs and 401Ks.

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning that airs on the first Wednesday of the month.
Scott is a certified financial planner and Adjunct Professor.
In this episode Scott discusses why being optimistic can be financially beneficial.

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning.
In this segment Scott talks about the importance of investment diversification.

“Money Matters” with Scott Oeth is a monthly feature on WTIP’s North Shore Morning.
In this edition, Scott talks about Life Insurance.  Do we need it? What kind should we consider?

Financial advisor, Scott Oeth talks with North Shore Morning host, Mark Abrahamson about academic research that highlights the importance of how people think about money.  He cites three major areas that have been shown to have a huge impact on personal finaces:  Time Horizon, Locus of Control, Social Comparisons.

“Money Matters” with Scott Oeth, certified financial planner and Adjunct Professor.
Scott talks about navigating these challenging times and specifically about Roth IRA’s in this edition of “Money Matters”.

North Shore Morning host, Mark Abrahamson talks with Scott Oeth about managing our finances during this volatile time.

Scott Oeth is a certified financial planner and adjunct professor who has taught financial professionals about retirement planning and wealth management strategies.