Tariffs, Scams & Smart Diversification: How to Stay Financially Sharp

Allworth Financial‘s Money Matters

Allworth Financial

Investing, Business:investing, Business

4.9 • 782 Ratings

🗓️ 28 June 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week’s Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs and how they influence everything from maple syrup prices to stock market behavior. They also unpack a Wall Street Journal story about U.S. investors getting scammed by sketchy Chinese stocks. Plus, listener Tina returns with a powerful update: how she used Scott and Pat’s advice to offload risky company stock, lower her taxes, and give back in a big way. 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,
0:07.2	investments, taxes, or 401ks, Scott Hanson and Pat McLean would like to help you by answering your call
0:13.3	to join Allworth's Money Matters. Call now at 83399 Worth. That's 83399 W-O-R-T-H.
0:23.7	Welcome to All Worth's Money Matters, Scott Hanson.
0:26.4	Matt McClain, thanks for joining us.
0:28.1	Glad you're with us today as we're talking about financial matters.
0:30.8	We've got a great program lined up for you.
0:33.3	In addition to taking a couple good calls, Apollo Lopesco is going to be joining us.
0:38.4	He's kind of the master of explaining complicated financial matters in everyday terms.
0:44.5	And I'll be talking a little bit about tariffs and the markets.
0:47.0	Yes, we don't have a lot of guests outside of the organization on the program.
0:52.5	But I do like Apollo.
0:53.9	Certain ones I like. I do like Apollo. Certain ones I like.
0:54.8	I do like Apollo.
0:55.9	Yeah.
0:56.8	So it'll be a good show, so don't go anywhere.
0:59.0	Yeah.
0:59.6	Or if you're going somewhere or have your headphones,
1:01.7	or headphones, whatever.
1:04.2	Well, you're talking little phone, as my wife calls it.
1:08.6	I have to turn it off when she comes in the room. I listen to a lot
1:13.3	of podcasts when I'm around the house. Oh, well, that's nice to give her your attention.
	...

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