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Podcast: Money Matters by Allworth Financial
Episode: Tariffs and investing, 401(k) & 457 plans, smart rollover tax strategies, and insurance protection.
Description: On this week’s Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth.
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