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Tariffs and Inflation on Investments, Smart Real Estate Moves, and Roth Strategies

Author
Allworth Financial
Published
Sat 08 Mar 2025
Episode Link
http://podcast.moneymatters.com/e/navigating-financial-uncertainties-and-retirement-strategies/

On this week’s Money Matters, Scott and Pat break down the latest global market dynamics - tariffs, inflation, and their impact on your investments. Then, they dive into real estate strategies, capital gains taxes, and how smart investors can minimize tax liabilities. Plus, a caller shares their rental property experience, leading to an insightful discussion on portfolio optimization, Roth conversions, and securing your financial future in uncertain times.


Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs 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 [email protected].


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