Bear Market Blunders, Long-Term Care Decisions, and How AI Could Reshape Your Financial Future

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 14 June 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It’s a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times. 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? Whether it's about retirement,
0:05.9	investments, taxes, or 401ks, Scott Hansen and Pat McLean would like to help you by answering your call
0:12.1	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:21.6	Welcome to All-Worth's Money Matters, Scott Hanson.
0:24.3	Pat McLean, thanks for joining us. That's right. It feels like official summertime now.
0:28.4	Mid-June as we're kind of kicking through things. And both myself, my co-host here, both
0:33.5	financial advisors, certified financial planner, charter financial consultant.
0:38.2	And for years, I said we spend our weekdays meeting with people like yourself, but...
0:41.3	We don't know you.
0:43.2	I don't know whether the people I meet with the weeker like you or not.
0:47.8	Yeah, and it's not as many weekdays as it once was.
0:53.2	We are nearing the twilight of our career.
0:57.5	Well, I don't know about the twilight.
0:59.7	For me, that's what the organization says about me anyway.
1:02.5	Right.
1:04.6	I don't feel it anyway.
1:06.7	My private parking every time I come to work, it's further and further away from the
1:10.2	building.
1:10.5	Private parking.
1:14.5	I'm going to start by the early story.
1:16.7	Then we're going to talk about the markets.
1:17.7	We got some calls.
	...

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