Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 8 March 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat break down the latest global market dynamics - tariffs, inflation, and their impact on your investments. Then, they dive into real estate strategies, capital gains taxes, and how smart investors can minimize tax liabilities. Plus, a caller shares their rental property experience, leading to an insightful discussion on portfolio optimization, Roth conversions, and securing your financial future in uncertain times. 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.
0:10.9	Scott Hanson and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:16.6	Call now at 83399 Worth.
0:19.3	That's 83399 W-O-R-T-H.
0:24.4	Welcome to All Worth's Money Matters, Scott Hanson.
0:26.7	Pat McLean, thanks for joining us.
0:28.8	Glad to have you with us as we talk about financial matters
0:31.5	and a little bit of what's going on in the marketplace
0:35.2	and answering your questions and...
0:38.0	Yes.
0:38.7	I'm talking about what's on our mind, I guess.
0:40.3	It's kind of how sometimes the program works.
0:42.9	It is what it is.
0:44.1	Huh?
0:45.2	Yeah.
0:45.4	That's what it is.
0:46.1	Yeah.
0:46.3	So good to have you with us as we talk about financial matters.
0:49.5	And it's pretty difficult
0:55.4	to not tiptoe in some areas because of the amount of chaos that is happening, not just
1:01.4	economically with what tariffs are going to be in place, what aren't going to be in place,
	...

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