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Money Matters is weekly radio show and podcast hosted by Dave Petso, CFP®, who is a managing director and executive advisor for Modern Wealth Management’s Boise, Idaho office. Dave specializes in retirement, investment, and income planning.
Episodes

Apr 22, 2015
Apr 22, 2015
1hr 20 min
In the first hour, Dave airs a repeat broadcast of an interview with John Diehl. In the second hour, Dave shares his thoughts on resisting the impulse to micromanage accounts.

Apr 9, 2015
Apr 9, 2015
1hr 27 min
In the first hour Dave defines benign neglect and how it can have a positive effect on returns. In the second hour the conversation centers around the economy vs the market. Is a good economy good for stocks?
Registered
Representatives, Securities offered through Cambridge Investment
Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc, a
Registered Investment Advisor. Cambridge and Petso Financial
Consultants, LLC are not affiliated.

Apr 1, 2015
Apr 1, 2015
1hr 21 min
Jennifer and Tom sit in for Dave this week. They take calls and have a discussion about the importance of instilling the next generation with a sense of independence.
Registered
Representatives, Securities offered through Cambridge Investment
Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor
Representative, Cambridge Investment Research Advisors, Inc, a
Registered Investment Advisor. Cambridge and Petso Financial
Consultants, LLC are not affiliated.

Mar 27, 2015
Mar 27, 2015
1hr 22 min
In the first hour Dave explores how to think long term. In the second hour Dave explains currency fluctuations and why they are important.
Registered Representatives, Securities offered through Cambridge Investment Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants, LLC are not affiliated.

Mar 20, 2015
Mar 20, 2015
1hr 20 min
Dave interviews John Diehl, who works closely with the Massachusetts Institute of Technology AgeLab.
After the interview Dave talks about how listening to negative pundit chatter about companies and the market can lead to missing out on genuine investment opportunities.
Registered Representatives, Securities offered through Cambridge Investment Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants, LLC are not affiliated.

Mar 11, 2015
Mar 11, 2015
1hr 20 min

Mar 4, 2015
Mar 4, 2015
1hr 22 min

Feb 26, 2015
Feb 26, 2015
1hr 21 min

Feb 13, 2015
Feb 13, 2015
1hr 22 min

Feb 4, 2015
Feb 4, 2015
1hr 26 min
