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Podcast: Money Matters by Allworth Financial
Episode: Capitalism, Roth Strategies, Tax-Efficient Giving, and Retirement Peace of Mind
Description: On this week’s Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can learn from China’s struggles with electric vehicles and housing. Then listeners call in with real financial challenges—ranging from Roth conversions inside a 401(k), to balancing pre-tax vs. Roth contributions, to donor-advised funds for tax-smart charitable giving. You’ll also hear practical guidance on managing too much cash in retirement accounts, navigating pensions vs. lump sums, and aligning financial decisions with your life goals.
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