The growing complexity of investing, Roth conversion and IRA questions, and understanding investment returns vs. investor returns.

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 4 January 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat delve into essential financial discussions to kickstart your new year. They cover a range of topics, including the complexities of investment products and how technology has reshaped tax efficiency. They also look into the workings of cash sweep programs and the importance of financial transparency. Plus, they speak with listeners seeking advice on managing considerable retirement funds and balancing tax strategies effectively. Whether you're considering Roth conversions or grappling with investment strategies, Scott and Pat offer expert guidance tailored for today's dynamic financial landscape. 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	Hi, this is Scott Hanson. Pat and I want to wish you a happy new year. We're off this week,
0:09.6	but we have a best of show for you, so we've got calls, and we're talking about retirement planning,
0:14.2	tax strategies, Roth conversions, and more. And as a reminder, if you know someone who might benefit
0:18.8	from our show, text them a link.
0:25.3	Would you like an opinion on a financial matter you're dealing with? Whether it's about retirement, investments, taxes, or 401Ks, Scott Hansen and Pat McLean would like to help you by answering your call to join Allworth's Money Matters.
0:35.6	Call now at 83399 Worth. That's 8 99 w o r t h h h hugh welcome to all worth's money
0:45.1	matters scott hanson pat mclean thanks for being here yeah always good to have people listening yes
0:51.8	because we wouldn't have a show otherwise. And thank you for the reviews.
0:55.7	I go in and read them about once every three months.
1:03.2	And so thank you for your feedback.
1:05.7	We take some of it.
1:10.2	Some of the reviews are you never read, do you ever, have you ever read them?
1:14.5	Nine years.
1:15.7	Okay.
1:16.2	I do read them, but.
1:17.7	Yeah.
1:18.7	I don't like reading negative stuff.
1:22.2	Yes.
1:23.7	But mostly the negative.
1:25.0	Not that there's a lot of negative stuff on our show.
1:26.9	Oh, it's not, yeah, most of it is fairly positive.
1:30.8	Anyway, we're glad.
	...

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