Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 22 March 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat examine the complexities of financial planning during uncertain market conditions. Then, they take calls about direct indexing, explaining the potential benefits and downsides to help you decide if it's the right choice for your portfolio. Plus, they offer guidance on the timing of Social Security withdrawals, tax-loss harvesting for bonds, and the strategic use of Roth conversions, to ensure you make the most of your retirement savings. 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?
0:10.3	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call.
0:18.3	To join Allworth's Money Matters, call now at 833 99 worth that's 833
0:24.0	99 w o r t h h h h hath welcome to all worth's money matters scott hanson pat mcclain thanks for
0:30.7	joining us myself and my co-host here are both financial advisors and i've been helping people for a number of years
0:36.5	with their finances helping to make good choices.
0:39.7	And we like taking calls.
0:43.3	Yes.
0:43.9	And we should point out that because of our travel schedule, we are recording this on March the 17th.
0:52.8	Just because it's when the markets are volatile.
0:55.8	Just to put things at 10 a.m.
0:57.8	Pacific.
0:58.6	Just because you don't know what's going to happen.
1:00.8	Oh, it's anyone's gas.
1:02.7	It's normal though, Scott.
1:06.5	The markets are normal.
1:08.5	The political environment's not normal.
1:10.7	Correct. But the attribution to the fall in the
1:14.1	market. Well, that, I mean, the market goes down. And the market might have gone down if there were no
1:21.0	tariffs. That's right. And so when the market goes down, people find something to blame. That's why the markets are going down.
1:29.6	And I think to put things, I had dinner last night with my parents and my mom and stepdad and one
1:35.3	of my sisters. My sister's 65, maybe still working. And she's a little concerned about the market.
	...

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