Navigating Uncertain Markets, Direct Indexing, Tax-Loss Harvesting, & Roth Conversions

On this week’s Money Matters, Scott and Pat examine the complexities of financial planning during uncertain market conditions. Then, they take calls about direct indexing, explaining the potential benefits and downsides to help you decide if it's the right choice for your portfolio. Plus, they offer guidance on the timing of Social Security withdrawals, tax-loss harvesting for bonds, and the strategic use of Roth conversions, to ensure you make the most of your retirement savings.  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.