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Podcast: Money Matters by Allworth Financial
Episode: Bitcoin Business Pivots, Millionaire Anxiety, New 529 Rules, and Insurance Pitfalls
Description: On this weekâs Money Matters, Scott and Pat explore one of the summerâs hottestâand most questionableâinvestment trends: small companies pivoting to crypto. Is this strategy bold innovation or a looming disaster? Later, they take compelling listener calls, including one from a government employee with millions saved whoâs still worried about the sequence of returns in retirement. Plus, they unpack indexed universal life insurance (IULs) and other so-called âtax-freeâ strategiesâwhatâs hype, whatâs real, and what to avoid.
Join Money Matters:Â Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat...