The ETF Boom: AI, Roth Conversions, and Modern Investing

From the explosion of ETFs to the rise of AI-powered investing, the financial world is moving fast—and this episode of the Money Matters Podcast helps make sense of it all. Join Wes Moss and Connor Miller for a lively conversation on retirement planning, Roth conversions, modern investing trends, and the growing number of financial tools competing for investors’ attention. • Explore how ETFs have grown from simple index funds into a massive universe of leveraged, thematic, covered call, and factor-based strategies. • Examine why ETFs now outnumber publicly traded U.S. stocks while reviewing the risks and tradeoffs tied to leveraged and inverse funds. • Understand the differences between ETFs and mutual funds alongside the growing influence of artificial intelligence and thematic investing trends. • Clarify the difference between financial planning and investment management while comparing resources such as CPAs, estate attorneys, fee-only planners, and hourly planning networks. • Review Roth conversion considerations, tax-planning strategies, and ideas from Wes’s new book, The Retire Sooner Method, on balancing financial preparation with long-term goals and lifestyle priorities. Listen and subscribe to the Money Matters Podcast for more conversations on investing, retirement planning, tax planning, market trends, and navigating today’s economy with a practical long-term perspective.