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cover of episode Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

Bearish Market Sentiment, Life Insurance with LTC Benefits, and Smart Tax Moves for the Wealthy

2025/3/1
logo of podcast Allworth Financial‘s Money Matters

Allworth Financial‘s Money Matters

Shownotes Transcript

On this week’s Money Matters, Scott and Pat discuss recent reports of increased bearish sentiment in the market, reaching levels not seen in over a year. Then, they break down the complexities of life insurance policies with long-term care benefits. Are they worth the investment or are there better options? Later, they speak with Suzanne Conrad, Allworth's Director of Tax Solutions, who shares practical tax strategies for high-net-worth individuals looking to optimize their wealth.

Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs 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).