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Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds. episode artwork

EPISODE · Jan 18, 2025 · 1H

Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

from Money Matters by Allworth Financial · host Allworth Financial

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in conversations regarding the complexities of financial products such as annuities and variable contracts. Finally, Allworth's Director of Client Experience, Victoria Bogner, shares a case illustrating the importance of understanding financial agreements, showing how one individual dramatically maximized her benefits through careful reading and strategic planning. 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.  

What this episode covers

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in conversations regarding the complexities of financial products such as annuities and variable contracts. Finally, Allworth's Director of Client Experience, Victoria Bogner, shares a case illustrating the importance of understanding financial agreements, showing how one individual dramatically maximized her benefits through careful reading and strategic planning. 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.

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Maximizing retirement income, exploring Roth conversions, the lure of Bitcoin, and the explosion of exchange-traded funds.

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Frequently Asked Questions

How long is this episode of Money Matters by Allworth Financial?

This episode is 1 hour and 0 minutes long.

When was this Money Matters by Allworth Financial episode published?

This episode was published on January 18, 2025.

What is this episode about?

On this week’s Money Matters, Scott and Pat address common concerns surrounding retirement investments, discussing diversification strategies and the risks of investing too heavily in volatile assets like Bitcoin. Plus, they engage listeners in...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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