Managing AI Risk, Roth Strategies, and the Annuity Trap

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-06-20

Is the current AI boom a repeat of 1999? In this episode of Money Matters, Scott and Pat dive into the "irrational exuberance" surrounding tech IPOs and the hidden dangers of concentration risk in a high-net-worth portfolio. Plus, they break down real-world case studies on tax efficiency and retirement income. What You’ll Learn: The AI "Froth" Factor: Why 97x revenue valuations for new IPOs are a warning sign for diversified investors and how to manage concentration risk in big tech. The Roth Conversion Reality Check: A $1.1M case study on why "pre-paying" taxes thro...