The AI stock boom examined, the assets to grab during a divorce, and a Roth conversion issue with an elephant in the room.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 2 March 2024

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat discuss whether the current mania over the “Magnificent Seven” stocks could lead to a dangerous bubble. A stay-at-home mom with a divorce on the horizon asks where she should invest her dollars. A retiree from New York wants to know whether it makes sense to sell her home and rent. Finally, Scott and Pat discover a big picture problem when a caller asks for advice about a Roth conversion. 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?
0:07.0	Whether it's about retirement, investments, taxes, or 401ks.
0:11.0	Scott Hanson and Pat McLean would like to help you by answering your call
0:15.0	to join Allworth's Money Matters.
0:17.0	Call now at 83399 Worth.
0:20.0	That's 83399 W-W-R-T-H. Welcome to Allworth's Money Matters, Scott Hanson.
0:27.7	Pat McClain, thanks for joining us. Yeah, glad you are part of our program today, both myself and my
0:32.8	financial, my co-host, we're both financial advisors. We do act as financial advisors to each other.
0:38.9	We do.
0:39.6	That is correct.
0:41.4	Second set of eyes.
0:42.9	Second set of eyes.
0:43.8	What do you think about this?
0:45.2	Yeah.
0:45.5	But we certainly enjoy being your financial advisors on the podcast radio on the weekend.
0:52.5	So we've got a good program lined up, as usual, some good calls and talking about some
0:57.0	things that are relevant in the marketplace.
1:00.8	And it's, uh, this year just starts has the last, I don't know, is it five months or so.
1:07.4	The tech stocks, the magnificent seven, you know, every couple years they come up with some other new thing. But now it's the magnificent seven, the magnificent seven. You know, having a couple of years, they come up with some other new thing.
1:12.0	But now it's the magnificent seven.
1:15.3	And it, I get this, part of it feels like 1999.
1:21.3	A little bit.
	...

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