Roth Conversion Mistakes & the Real Value of a Financial Advisor

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-09-26

Is it possible to do a Roth conversion too early? In this episode of Money Matters, Scott and Pat break down why the timing of your tax planning matters just as much as the strategy itself. They answer real listener questions on navigating the retirement transition—from managing adjusted gross income, to understanding how a great financial advisor provides value beyond just managing a portfolio. Plus, Allworth Chief Investment Officer Andy Stout joins to discuss the 10-year Treasury yield hitting 5%, putting rising interest rates and government debt into historical perspective. In this episode, Sco...