Early Career Savings, Midlife Maximization, and the Impact of Tariffs

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 12 July 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat dissect the Big Beautiful Bill’s hidden surprises and spending concerns. They help uncover retirement savings strategies for a family with over a million in combined assets, explore the real winners and losers of the tariff policies, and offer sage advice to a fresh college grad navigating their first full-time salary. From lobbying power plays to Roth IRAs, this episode delivers practical insights for investing in today’s market—at any stage of your career. 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?
0:08.2	Whether it's about retirement, investments, taxes, or 401ks, Scott Hansen and Pat McLean would
0:14.3	like to help you by answering your call to join Allworth's Money Matters.
0:18.5	Call now at 83399 Worth.
0:21.1	That's 83399 W-O-R-T-H.
0:25.6	Welcome to All-Worth's Money Matter, Scott Hanson.
0:28.0	Pat McLean, thanks for joining us.
0:29.7	Myself, my co-host, both financial advisors,
0:32.9	decades of experience as working with individuals and families
0:36.1	and been doing this program for
0:38.1	three decades as well. Glad you're joining us as we talk about some current stuff in the financial
0:44.7	markets as well as taking calls and answering some of your questions. And the big beautiful
0:49.5	bill and there's no hyperbole there. I remember a couple months ago,
0:55.1	is that really what they're going to call this thing?
0:56.2	I know.
0:58.3	Yes, it's...
0:59.7	It's going to take a while to actually decipher.
1:02.1	And on our website, if you want,
1:03.6	we've got some bit of analysis on what it means to individuals
1:07.7	of some breakdowns,
1:08.7	so you can find that at allworthfinancial.com.
1:10.4	We're not going to try to go into all the little nitty gritty because it's frankly
	...

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