• Navigating direct indexing, Roth conversions, real estate, and AI concerns.

  • Oct 26 2024
  • Length: 53 mins
  • Podcast

Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Listen for free

View show details

  • Summary

  • On this week's Money Matters, Scott and Pat discuss the recent lawsuit against AI startup Perplexity by the New York Post, drawing parallels to the Napster controversy from two decades ago. They explore the implications of AI on copyright laws and the risks associated with AI companies' business models.

    In response to listener calls from Florida, Tennessee, and California, Scott and Pat offer guidance on real estate investments, including the pros and cons of direct indexing and the complexities of managing multiple properties. They also delve into the benefits and timing of Roth IRA conversions, emphasizing the importance of personalized financial planning.

    Whether you're curious about the financial world or need specific advice on your financial situation, this episode is packed with actionable insights and engaging discussions.

    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 questions@moneymatters.com.

    Download and rate our podcast here.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Navigating direct indexing, Roth conversions, real estate, and AI concerns.

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available