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Podcast: Money Matters by Allworth Financial
Episode: Roth IRA or 401(k)? Smart Moves for Investors with $1M+ Portfolios
Description: In this episode of Money Matters, Scott and Pat tackle real-world financial planning questions from callers at very different life stages. One listener, with over a million dollars in assets, asks whether he should prioritize his 401(k) or a Roth IRA. The conversation dives into smart strategies for high-net-worth investors, addressing how to balance tax efficiency, retirement goals, and current lifestyle needs.
Scott and Pat also explain how financial planning helps clarify trade-offs between spending now and securing your future. Whether you're looking for smarter retirement contributions or long-term portfolio strategy, this episode delivers actionable advice with...