Allworth Financial‘s Money Matters

Navigating direct indexing, Roth conversions, real estate, and AI concerns.


Listen Later

On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models.

In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of managing multiple properties. They also delve into the benefits and timing of Roth IRA conversions, emphasizing the importance of personalized financial planning.

Whether you're curious about the financial world or need specific advice on your financial situation, this episode is packed with actionable insights and engaging discussions.

 

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.

...more
View all episodesView all episodes
Download on the App Store

Allworth Financial‘s Money MattersBy Allworth Financial

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

792 ratings


More shows like Allworth Financial‘s Money Matters

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

435 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

748 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,922 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

735 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

615 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,296 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

496 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

492 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

182 Listeners

The Retirement Wisdom Podcast by Retirement Wisdom

The Retirement Wisdom Podcast

179 Listeners

Sound Investing by Paul Merriman

Sound Investing

321 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

764 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

145 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

689 Listeners