Roth conversions, tariff talk, diversification strategies, and Scott and Pat’s favorite call of the year.

On this week’s Money Matters, Scott and Pat explore the intricacies of Roth conversions, especially beneficial for those retired with lower spendable taxable income in current years. They provide insights into when and how to make these conversions work in your favor. They also answer listener questions about portfolio diversification in light of market uncertainties and potential tariff implications from political changes, providing practical advice on securing your financial future amid varying economic conditions. Finally, they check back in with a listener who wanted to know back in April whether she had too much stock in a single company. Hear whether she took their advice and listen to why Scott and Pat said it was their favorite call of the year. 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.    

There are no comments yet.

Please log in to write the first comment.