Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 26 October 2024

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models. In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of managing multiple properties. They also delve into the benefits and timing of Roth IRA conversions, emphasizing the importance of personalized financial planning. Whether you're curious about the financial world or need specific advice on your financial situation, this episode is packed with actionable insights and engaging discussions. 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?
0:07.8	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.
0:17.8	Call now at 83399 Worth. That's 83399 W-O-R-T-H. Welcome to All-Worth's Money Matters, Scott Hanson.
0:27.0	Pat McLean. Glad you're with us today, myself, my co-host, both financial advisors.
0:32.7	We have our podcast and radio program here to help you make wise choices with your money.
0:37.3	Yes. Answer questions you bring to us make wise choices with your money. Yes.
0:37.6	Answer questions you bring to us.
0:39.1	Twenty.
0:39.9	Talk about the financial world.
0:41.5	Nine years of doing a radio show.
0:43.6	29 years.
0:44.8	Podcast slash podcast.
0:46.9	Yeah.
0:47.4	Yes.
0:48.0	So now it's us.
0:50.1	If you're new to us, welcome.
0:51.2	Four million other people that have a podcast.
0:54.8	That's about right.
0:58.0	Yeah.
0:58.9	This show, we're taping this show on...
1:01.1	At least ours is named something...
1:03.6	October 23rd.
	...

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