On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It’s a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times.
Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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 questions@moneymatters.com.
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