Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 1 March 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week’s Money Matters, Scott and Pat discuss recent reports of increased bearish sentiment in the market, reaching levels not seen in over a year. Then, they break down the complexities of life insurance policies with long-term care benefits. Are they worth the investment or are there better options? Later, they speak with Suzanne Conrad, Allworth's Director of Tax Solutions, who shares practical tax strategies for high-net-worth individuals looking to optimize their wealth. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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 [email protected]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:06.5	Whether it's about retirement, investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:16.5	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to All Worth's Money Matters, Scott Hanson.
0:26.6	Pat McLean, thanks for joining us. That's right. Myself, my co-host, both financial advisors,
0:31.8	certified financial planner, chartered financial consultant. I've been doing this stuff for a long time.
0:37.0	I'm glad you're here with us as we talk about financial matters.
0:40.5	And as we're getting kicked off that,
0:43.5	there was an article in the Wall Street Journal a week or two ago.
0:47.5	By the way, by the time something is in the news,
0:50.9	the markets have priced it in.
0:53.1	Just if you read some, oh, that's actually a good idea.
0:56.2	Maybe I should invest in that.
0:57.3	It's probably too late.
0:58.4	But the headline, investors spot signs of market froth are in long bull market.
1:06.9	And it talked about the bullishness that people haven't been this bullet, I mean, sorry, not
1:17.7	bearishness.
1:19.4	They haven't been this bearish since 20, 23.
1:25.9	I read that and I thought that's just stupid.
1:28.9	Okay.
1:30.4	Maybe it was a slow news day and they're looking for an article.
1:33.4	You saw the same thing.
1:34.2	This is stupid.
	...

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