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May 10, 2025 - Money Matters Podcast

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Scott Hanson and Pat McClain in studio during Money Matters Podcast Show
  • April market swings 0:00
  • Embracing the AI boom 3:19
  • Value-based investing 11:20
  • Money Matters: House call 29:53
  • Roth conversion strategies 45:17

April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life insurance and strategies for converting retirement accounts to Roth IRAs.


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.

Download and rate our podcast here.

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