April Market Swings, Real-Life Financial Questions Answered, and Investing with Purpose

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 10 May 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life insurance and strategies for converting retirement accounts to Roth IRAs. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders 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]. Download and rate our podcast here.

Transcript

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0:00.0	Would you like an opinion on a financial matter you're dealing with?
0:07.8	Whether it's about retirement, investments, taxes, or 401Ks, Scott Hanson and Pat McLean would like to help you by answering your call.
0:15.8	To join Allworth's Money Matters, call now at 83399 Worth.
0:20.6	That's 83399 W-O-R-T-H.
0:25.3	Welcome to All-Worth's Money Matters, Scott Hanson.
0:27.8	Pat McLean, thanks for joining us.
0:29.6	Yeah, glad to have you with us as we talk about financial matters, myself, my co-host.
0:36.6	Yeah, we're here. Yeah. We're here.
0:38.4	Yeah.
0:38.9	A little show.
0:40.2	A little financial talk.
0:41.8	You know, it's interesting.
0:43.6	There's so many things that are interesting, Scott.
0:46.4	Well, just on the market side of things, how volatile April was, and we had some massive
0:52.3	down days and some massive up days.
0:55.0	Unbelievable.
0:57.0	I mean, there was a headline.
0:58.8	There was a headline that this was going to go down to the worst April since, whatever, I don't know, sometimes.
1:05.3	I mean, that's the new cycle tries to pump those things out.
1:08.3	And then four days later, we're back above those.
1:13.4	It's, I always have to remind myself, look, it's not, it's percentages, not, not numbers, right?
1:22.9	The percentages matter, not the numbers.
	...

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