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Artwork for Dave Petso‘s Money Matters

Dave Petso‘s Money Matters

Dave Petso
Artificial Intelligence
Stock Market
Micron Technology
United States Economy
Spacex
Nvidia
Donald Trump
Retirement Planning
Micron
Technology
Modern Wealth Management
Financial Markets
Tariffs
Oil Prices
Income Planning
Market
Micron Technology, Inc.
Aging
401(k)
HP (hewlett-Packard)

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.

PublishesWeeklyEpisodes35Founded14 years ago
Number of ListenersCategory
Business

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Recent Guests

Dr. Joe Coughlin
Head of the MIT Aging Lab
MIT AgeLab
Episode: Money Matters - July 11th, 2026
Jennifer Stone
Co-host of the special edition
Money Matters
Episode: Money Matters - June 20th, 2026
Russ Fulcher
Congressman, Idaho
U.S. House of Representatives, Idaho
Episode: Money Matters - April 25th, 2026
Trevor Clue
Part of the Modern Now estate planning team
Modern Wealth Management
Episode: Money Matters - January 17th, 2026
Tom Brown
Advisor with two decades at the office
Money Matters / Modern Wealth Management
Episode: Money Matters - January 10th, 2026
Melissa Hassler
Certified Financial Planner
Money Matters / Modern Wealth Management
Episode: Money Matters - January 10th, 2026
Sean Scott
State representative, member of the House Democratic Caucus
Washington state government
Episode: Money Matters - December 6th, 2025
Brandi Cruz
Seattle broadcaster/commentator
Media
Episode: Money Matters - December 6th, 2025
Reverend Bill
Minister involved with the Boise Rescue Mission
Boise Rescue Mission
Episode: Money Matters - November 22nd, 2025

Hosts

Dave Petso
Host of Money Matters; CFP®; focused on retirement, investment, and income planning; affiliated with Modern Wealth Management / Petso Financial (Boise, Idaho).
Kevin Miller
Co-host on KIDO Talk Radio; frequent contributor and commentator on financial markets, investing, and policy; affiliated with KIDO Talk Radio.

Reviews

5.0 out of 5 stars from 11 ratings
  • Refreshing views

    Really enjoy Dave's radio show. He has a very refreshing outlook that more people should listen to if they want to successfully save for the future.

    Apple Podcasts
    5
    Rjm8501
    United States11 years ago
  • Very good show

    I really like this show, fits into my overall financial plan and gives lots of good advice.

    Apple Podcasts
    5
    From a Buick 8
    United States12 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Show offers actionable frameworks for investing amid AI-driven trends.
Listeners appreciate practical, non-hype financial guidance.
Prominent local context helps connect markets to everyday life.
Guests and conversations are informative; some episodes lean into broad policy discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#112
Mexico/Business

Talking Points

Recent interactions between the hosts and their guests.

Money Matters - June 6th, 2026
Q: Where do you see Micron headed given its recent run and the broader AI/tech cycle?
Petso contends Micron is not likely to revert to very low price levels, but advises trimming some shares to lock in gains while acknowledging continued upside potential depending on demand and technology advances.
Money Matters - June 6th, 2026
Q: How many years have you been covering Micron?
Dave Petso explains he has about 40 years of experience covering Micron and the semiconductors space, which informs his measured view on the stock's rise and valuation.
Money Matters - September 20th, 2025
Q: What should I consider investing in if I don't want to generate short-term gains and want to minimize taxes after retirement?
Look at tax-efficient growth ETFs with low distributions, consider Roth accounts, and focus on a diversified mix of growth-oriented ETFs that minimize taxable events while providing exposure to long-term winners; emphasize a charitable giving approach from RMDs where appropriate.
Money Matters - January 3rd, 2026
Q: Where should the seven-year income reservoir be located within the portfolio, and how should it be funded as rates change?
Host outlines a tiered approach: a money-market bucket for short-term needs, a bond bucket for medium-term stability, and a growth-focused portion with option overlays and dividend payers to generate rainwater. The reservoir is funded by cash flows from dividends and bonds, with royalties from growth assets used to replenish it, ensuring the portfolio can sustain withdrawals during downturns without selling core holdings at inopportune times.
Money Matters - April 11th, 2026
Q: What about IPOs and the mechanics of taking companies public?
IPOs have complexities and timing matters; a thoughtful understanding of mechanics and market conditions is essential before committing capital.

Audience Metrics

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Listeners per Episode
Gender Skew
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Household Income
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Frequently Asked Questions About Dave Petso‘s Money Matters

What is Dave Petso‘s Money Matters about and what kind of topics does it cover?

A financially focused talk program blends market commentary, investment strategy, and real-world planning with a strong emphasis on long-term wealth building, risk management, and portfolio resilience. Episodes frequently hinge on AI-driven disruption, chip sector volatility (notably Micron), energy pricing, and macro policy, all anchored by actionable guidance for retirees and income-focused investors. The host foregrounds fiduciary responsibilities, practical planning techniques, and the local Idaho tech and business ecosystem to illustrate broader national trends, making complex market dynamics approachable for listeners seeking steady, value-driven approaches amid headlines.

Noteworthy elements include a consistent focus on avoiding sp... more

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Which podcasts are similar to Dave Petso‘s Money Matters?

These podcasts share a similar audience with Dave Petso‘s Money Matters:

1. WSJ Opinion: Potomac Watch
2. Investing Insights
3. Verdict with Ted Cruz
4. Money Guy Show
5. The Dan Bongino Show

How many episodes of Dave Petso‘s Money Matters are there?

Dave Petso‘s Money Matters launched 14 years ago and published 35 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Dave Petso‘s Money Matters?

Recent guests on Dave Petso‘s Money Matters include:

1. Dr. Joe Coughlin
2. Jennifer Stone
3. Russ Fulcher
4. Trevor Clue
5. Tom Brown
6. Melissa Hassler
7. Sean Scott
8. Brandi Cruz

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