Podcast Episodes
Back to SearchManaging AI Risk, Roth Strategies, and the Annuity Trap
Episode 532
Is the current AI boom a repeat of 1999? In this episode of Money Matters, Scott and Pat dive into the "irrational exuberance" surrounding tech IPOs …
4 months, 2 weeks ago
Roth Conversion Strategies: Should You Convert or Keep Your IRA?
Episode 531
When does a Roth Conversion make sense—and when could it be a costly mistake? In this episode of Money Matters, Scott and Pat tackle one of the most …
4 months, 3 weeks ago
Tax Efficient Strategies for Million-Dollar Portfolios: Roth Conversions, AI Investing & Stock Risk Management
Episode 530
How do you make smart financial decisions after you've already built significant wealth?
In this week's episode of Allworth's Money Matters, Scott an…
4 months, 4 weeks ago
Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford
Episode 529
After decades of saving and investing, how do you know when it’s okay to truly enjoy your money?
In this episode of Money Matters, Scott and Pat help…
5 months ago
The Psychology of Investing & Retirement: Why Smart Investors Still Fear Spending Money
Episode 528
Why do so many successful investors struggle to actually enjoy the wealth they’ve built? In this Memorial Day weekend episode of Allworth’s Money Mat…
5 months, 1 week ago
Real-Life Investing Decisions: How to Simplify Retirement, Taxes, and Financial Planning
Episode 527
When it comes to investing, the most important decisions aren’t made in theory—they happen in real life. In this episode of Allworth’s Money Matters,…
5 months, 2 weeks ago
How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
Episode 526
A good financial plan isn’t just about retirement—it’s about how all the pieces of your financial life fit together. In this episode of Money Matters…
5 months, 3 weeks ago
How to Reduce Taxes in Retirement & Protect Your Kids’ Inheritance
Episode 525
If you’ve built significant wealth, knowing how to reduce taxes in retirement can have a major impact on what you keep—and what your kids ultimately …
6 months ago
Beyond Index Funds: Advanced Tax Strategies, Direct Indexing & Smart Trust Planning
Episode 524
This episode of Money Matters explores advanced tax strategies that go beyond traditional investing to help high earners and retirees maximize effici…
6 months, 1 week ago
Concentrated Stock Positions: How to Avoid Big Taxes
Episode 523
How do you manage a concentrated stock position without getting crushed by taxes? In this episode of Money Matters, Scott is joined by Allworth advis…
6 months, 2 weeks ago