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...

Related Episodes

Continue listening to more episodes from Allworth Financial‘s Money Matters.

Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs

Sep 19, 2026 - 40:01

Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account be...

Financial Planning: Stress Testing, Early Retirement & RMDs

Sep 12, 2026 - 46:08

Are your retirement assumptions realistic, or is your financial plan relying on best-case scenarios? In t...

When Can You Retire? Making the Most of Your Savings

Sep 5, 2026 - 44:27

When can you retire? It’s one of the biggest financial questions you’ll ever answer—and knowing you have...

Early Retirement: Mega Backdoor Roths, Direct Indexing & Private Equity

Aug 29, 2026 - 57:14

Can you retire early with private equity, direct indexing, and a mega backdoor Roth? In this episode of M...

Protecting Wealth: Taxes, Concentrated Stock and Risk

Aug 22, 2026 - 42:13

How do you protect a lifetime of savings when tax laws and changing life goals shift your priorities? In...

$3M+ Retirement: Long-Term Care, Early Inheritances & The "3 C's" Strategy

Aug 15, 2026 - 44:10

Are you prepared for the complexities of a high-value retirement? In this episode of Allworth’s Money Mat...

AI Investing Insights & Strategies for RSUs and Roth Conversions

Aug 8, 2026 - 57:55

In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this e...

Case Studies: Protecting Your Legacy from IRA and Insurance Traps

Aug 1, 2026 - 42:39

In this episode of Allworth’s Money Matters, Scott and Pat take a deep dive into two real-world case stud...