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Managing AI Risk, Roth Strategies, and the Annuity Trap

Allworth Financial‘s Money Matters by Allworth Financial

Jun 20, 202640:32Business

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 and the hidden dangers of concentration risk in a high-net-worth portfo...

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Managing AI Risk, Roth Strategies, and the Annuity Trap is an episode from Allworth Financial‘s Money Matters by Allworth Financial. Is the current AI boom a repeat of 1999? In this episode of Money Matters, Scott and Pat dive into the "irr...

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Episode Details

Published Jun 20, 2026, 40:32 long, audio available.

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