AI Investing Insights & Strategies for RSUs and Roth Conversions

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-08-08

In an economy where AI is reshaping the landscape, how should a sophisticated investor respond? In this episode of Money Matters, Scott and Pat are joined by Dr. Apollo Lupescu from Dimensional Fund Advisors to discuss the "AI Ownership Machine" and how to manage portfolio concentration. Plus, Scott and Pat answer a caller’s questions on maximizing RSUs and utilizing advanced tax-saving vehicles. What You’ll Learn: The "Ownership Machine" vs. Gambling: Learn why shifting your mindset from "betting" on stocks to becoming a part-owner of a business is the key to long-term rational decis...