Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-09-19

Should you use permanent life insurance to cover long-term care? Does converting a $1M pre-tax account before you stop working make mathematical sense? In this episode of Allworth’s Money Matters, Scott and Pat walk through real-world portfolio case studies, dissect common tax myths, and break down where aggressive financial pitches fall short. Topics covered in this episode: The Rise of Prediction Markets: Why momentum traders are shifting from crypto to event betting, and how speculative traps disguise themselves as investing. Commercial Real Estate Realities: A look at how major leveraged properties can co...